885 West Georgia Street
We challenge successful and wealthy individuals not to accept mediocrity with their financial goals. As a Portfolio Manager and as a team we are committed to creating an extraordinary financial contribution to our client’s lives by providing in depth council in the areas of corporate structure, succession, retirement, estate and philanthropic planning.
It has been my experience that with today’s busy lives that many people are so focused on business and family that other areas like finances and longer term planning get neglected. We look to break that status quo and get our clients back on track and put the necessary plans and structure in place so that things are not left to chance. As much as we need to grow your wealth we need to focus on ways to preserve it. In many cases this will be a collaborative effort in working with your accountant, lawyer and tax advisor in creating the necessary structure.