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Tina Maltese
Nicola Miller

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

We guide and challenge our clients to create and achieve their desired lifestyle through a thorough and resilient wealth planning process.

Our Commitment

We counsel our clients and assist in the actualization of their financial and lifestyle goals. We are committed to providing a long-term exceptional client experience - one that is tailored to each individual circumstance, need and desire.

Our Clients

We provide advice to a wide range of clients including professionals, business owners and their families. Our clients are looking for professional advice and value a long-term relationship with their financial advisors.

Our Specialties

We have extensive knowledge and experience in working with professionals (physicians, accountants, lawyers, dentists etc.), self-employed individuals, business owners and Agri-business families.

We assist you and your family with investment and financial planning, cash flow analysis, retirement counseling, business planning, succession planning, tax minimization, income splitting opportunities, estate and trust planning, and insurance needs analysis.

We help assess alternative opportunities and benefits for utilizing family trusts, insurance products, and personal holding corporations as part of a well-structured investment portfolio.

Our Value Added

We have an impact in the lives of our clients and the generation that follows.
Our clients have shared with us how we have changed their lives for the better.