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Contact Us

Philip Harland
Tina Stapelfeldt
Lauren Maxwell

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

Other Locations

Park Royal Mall
913 Park Royal South
West Vancouver, BC
V7T 1A1

Royal City Center
125 - 610 6th Street
New Westminster , BC
V3L 3C2

Publications

Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Managing Your Wealth
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.