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Contact Us

Robert Sharman
Cameron McLean
Karen Suen
Sally Wong
Robyn Zeller
Carie Mak

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

How to find us

Our offices are conveniently located at BMO Bank of Montreal Branch

 

Kerrisdale Community

2102 W 41 Ave

Vancouver BC


 

Delivering on the Promise of Wealth Planning



Taking the time to tailor the solutions

Our unique approach enables us to provide you with investment advice that is complimented by our broad service mix. We take the time to sit with you, to fully understand your goals and individual needs. We take a holistic approach to crafting personalized solutions and follow a disciplined process that focuses on our clients’ total financial picture.

Collaborating and Integrating

Our expertise includes assisting clients with integrating their banking with investments, organizing records, insurance, working with professionals such as accountants with tax filing, and ensuring estate plans are in order and catalogued for their executors..

Finding us

We are conveniently located in beautiful "downtown Kerrisdale”, Vancouver. We enjoy working in this wonderful community and many of our client’s find it an easy and fun area to come to. Robert and his wife Sharon also live in the heart of the Kerrisdale community. You can find our Kerrisdale office in the historic Bank of Montreal branch at the corner of West Boulevard and West 41st Avenue. Our administrative department (and primary mailing address) is downtown at 885 West Georgia.