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Jim Pipe
Wendy Lok

885 West Georgia St.
Suite 2300
Vancouver, BC
V6C 3E8


We are a team of wealth management professionals dedicated to assisting you and your family in achieiving what is uniquely important to you. Our practice is focused on helping you successfully plan and implement an investment, retirement, and estate plan in order to grow and preserve your wealth.

Our Mission Statement

To provide peace of mind investment, retirement, and estate planning advice specific to the needs of each client. To execute and monitor your investment portfolios and to communicate results on a quarterly basis.

Our Investment Philosophy

Preservation of capital with adequate returns based upon each client's risk tolerance and income requirements.

Why Invest with Us?
Learn more what it means working with us.