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Julie Edwards
Trevor Bradley
Patty Collins

Address
Abbotsford
202 - 32988 South Fraser Way
Abbotsford, BC
V2S 2A8

AN EXPERIENCED TEAM that have worked together for many years to perfect what they consider to be the best service in the industry.


TWO FULL-SERVICE INVESTMENT ADVISORS with over 20 years experience, each with their own unique expertise to provide the highest level of guidance to their clients.


A LONG-TERM CONSERVATIVE APPROACH to planning and understanding client needs, with a strategy that is personalized and flexible.


A HOLISTIC APPROACH that is not only Investment Planning but an overall Wealth Plan:

  • Financial Planning

  • Retirement and Estate Planning

  • Tax Planning

  • Wealth Transfer

  • Insurance