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Glen Leader
Richard Cheng
Janet Tsoi
James Chu
Christine Yap

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Our Process

 

When we partner with our clients to construct their wealth management plan, our primary focus is on their life goals. We realize that individual financial goals are not only comprised of an investment philosophy, but more importantly are made up of a variety of personal dreams, goals and needs. Knowing the broader picture is often far more complex and many aspects of managing wealth require specialized attention.

As a result, our approach with you is consultative in nature. We employ a systematic approach to the planning process, starting with getting a better understanding of your goals for the future as well as your commitment to making the plan work. We then create a financial plan that caters to your individual needs. Once your plan is put into place, we meet on a regular basis to review and monitor it to ensure it remains current and on track.