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..
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. 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.
Our offices are conveniently located at BMO Bank of Montreal Branch
2102 W 41 Ave
Delivering on the Promise of Wealth Planning