Tel: 604-631-2680


BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

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Our Approach

 We sit down with our clients and interview with them and find out what their priorities are and what is important to them. We then review their financial information, making sure their wealth and priorities are aligned, and through are service commitment we remain on track.

We employ a 4 Step process:

1. Scrutinize Financial Fitness
First, we make a strong personal assessment of who you are. The discipline that we use is similar to the commitment and strength that is required to complete an IRONMAN Race, (one of the most challenging athletic competitions there is). Before we begin the hard training, we do a detailed Personal Discovery, we then prioritize the important issues in your life and next we scrutinize your Financial Documents.

2. Financial Nutrition
Training requires a nutrition plan and an exercising plan. In strategizing your race plan we put together a Financial Plan and an Investment plan. The Financial Plan is the fuel that gives us the energy and builds the muscle fibres that allow for the Investment Plan to succeed.

3. Adapt to Race Conditions
The implementation of the plans is our race, we need to monitor where we are in our race, we have to adapt to what the current conditions are, and how are we feeling. And through out the race we have to adjust as road blocks come into the race beyond our control.

4. Power Through and Finish
In the race of life we have to navigate through and overcome struggles. It is our job to help you through these difficulties, provide you with the discipline to keep going and to share with you in the proud accomplishment of finishing the race. You are a client of ours for LIFE.