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Contact Us

Lori Kilburn
Bill Coxford
Nikki Zivin
Jamie Wilson

Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Our Commitment

At Kilburn Coxford Wealth Management Group we have an ongoing concern for our clients’ financial well being. We are committed to building solid, lasting relationships with our clients by acting with integrity, professionalism and service excellence.

To that end, we present a summary of principles that guide us in our work. Taken together, these principles serve as a reminder of the strength of our commitment to you our valued client.

We understand you as an individual
Our relationship starts with the development of a personal investment plan. This plan takes into account risk tolerance, time horizon, income requirements, tax situation, and current market conditions. We regularly review investment strategies, insurance needs, tax minimization strategies and estate planning.

We keep you up-to-date
We believe our clients are best served when they are informed with regular phone and email up-dates, detailed account reports, monthly statements and on-line account access. While it is our role to look out for your best interest, it is important they we are partners in the wealth management process.

We meet with you one-on-one
All sound investment plans require regular review. In addition to our regular phone and email contact we recommend annual face-to-face meetings. They are essential to staying on track and provide us with information needed to provide you with sound advice.

We act with integrity and professionalism
We maintain a thorough understanding of capital markets. This knowledge allows us to identify potential risks and rewards of our investment recommendations and advise our clients on the suitability of their investment portfolios. We monitor client portfolios for opportunities to improve or to take advantage of changing market conditions.

We provide excellent service
We have taken great care to assemble an outstanding team whereby each individual plays an important role in meeting your financial needs. Phone calls that cannot be immediately answered are promptly returned before business close. Administrative requests are followed up quickly and we keep you informed along the way. We coordinate with our clients’ accountants and lawyers to ensure we are working to the same end in your financial well-being.

For any questions we encourage you to contact us. As the saying goes, "we’re at your service.”

Tel: 604-535-4310 or Toll Free: 1-800-665-1442