APPROACH & SERVICES

We aim to be your principal financial planners on all the financial issues that impact your life. Together with our team of colleagues here in Vancouver, we will provide customized financial planning advice on a broad range of topics.

Ethical
Commitment

Our guiding principle is unwavering adherence to ethical standards. We believe in conducting every aspect of our business with the utmost integrity, ensuring that your financial well-being is safeguarded through transparent and ethical practices.

Client-Centric
Philosophy

Our moral compass revolves around putting your interests first. We are committed to creating a trusted partnership where your financial goals and aspirations are paramount. Our decisions and recommendations are always driven by what is best for you.

Community &
Social Responsibility

Beyond our services, our ethos extends to giving back to the community we serve. We actively engage in ethical and socially responsible initiatives, reflecting our commitment to making a positive impact beyond the financial realm.

REPORTING

Following our initial meeting and your engagement of our services, we will provide you with a customized written financial planning report. Depending on your specific needs, this may include planning, management, or solution-oriented services.

PRIVACY

In addition to adherence to national and provincial privacy legislation, our professional code of ethics demands strict confidentiality of your financial information. All members of our staff have been sworn to uphold the highest level of confidentiality of any matters that they manage for you in the conduct of their work.

COMMUNICATION & EDUCATION

As a valued client, you will receive a quarterly newsletter that features commentary and educational articles on various topics which we feel would be of interest to you. We also provide periodic client seminars and in house discussions at our Vancouver location.

SERVICE STANDARDS

Ongoing advice and regular face-to-face meetings are an important part of our journey with you. We also welcome your opinions, concerns and questions at any time. Every inquiry or problem will be researched and dealt with in a friendly and efficient manner by a member of our highly-qualified support staff.

OUR SERVICES

We understand that your financial journey is as unique as you are. Our comprehensive suite of services is designed to empower you with the tools and expertise needed to make informed decisions about your financial future. Whether you’re planning for retirement, seeking investment opportunities, or looking to safeguard your assets, we’re here to guide you every step of the way.

FINANCIAL PLANNING

A service tailored to your unique aspirations, providing a roadmap to a secure and prosperous financial future.

Advance Planning

We can: Review your will and key legal documents on a regular basis. Recognize and adapt to changes in your situation. Make special plans for disabled family members and elderly parents. Manage the competing interests of competing families. Discuss affording end of life care.

Risk Assessment

It’s often what you don’t know that can really hurt you. We can assist you to understand your existing risk profile in terms of health, income, and investments, and develop a strategy to minimize the potential downside.

Business Investments

We can: Recommend appropriate ownership structures, safeguards and opportunities for your business investment. Recommending whether incorporating makes sense in your circumstances.

Risk Management Insurance

We can recommend appropriate Life, Disability, Critical Illness and Long-Term Care insurance plans for you, your family and your business. We can also recommend ways to use insurance to pay less tax.

TAX PLANNING & MORE

A service tailored to your unique aspirations, providing a roadmap to a secure and prosperous financial future.

General Financial & Tax Planning

We can: Ensure you are making the most of what you have. Identify how much you can save and invest to maximize your financial health. Design spending plans that allow you to live comfortably while still meeting your long term goals. Ensure that you have strategies and plans that are as tax efficient as possible.

Retirement Planning

We can assist you to understand and help you integrate your pension plans, RRSPs, Canada Pension Plan (CPP), Old Age Security (OAS) pension and other sources of income into a secure and sustainable retirement plan. As well as make sure your retirement income streams are tax efficient and attract the maximum possible government benefits.; medical care, avoidance of the OAS clawback, pension splitting.

Education Planning

We can develop a strategy to make future education options available to your loved ones within your budget.

Disability Savings Plans

We can provide advice on government-sponsored savings plans for disabled family members. We can also recommend appropriate Life, Disability, Critical Illness and Long Term Care insurance plans for you, your family and your business.

We welcome the opportunity to engage in a meaningful conversation to determine if
our services align with your financial goals and aspirations. Please reach out, and let's
explore how we can help you achieve financial success.