Sea to Sky Wealth Management
Sea to Sky Wealth Management
Comprehensive and astute wealth advisory services
With two Chartered Financial Analyst® (CFA®) charterholders, many years of experience and a collaborative team approach, we offer carefully-considered, innovative wealth strategies to affluent retirees, pre-retirees, families, small business owners and corporations.
Are you too busy to manage your wealth and want someone experienced to help guide you?
Would you rather be doing other things than building and monitoring your portfolio?
Are you tired of living with financial concern and feeling you need to watch your money?
We’re here and committed to help, with:
- Honest advice
- Long-term strategies to help protect and grow your capital
- Estate planning strategies to help you pass your wealth tax-effectively to the next generation according to your wishes, and
- The skills to build portfolios that can help generate a reliable flow of income for your retirement
The Sea to Sky Wealth Management experience:
- We listen and are relatable.
- Your interests come first - we treat your money like it is our own.
- We will talk about your life more than your account.
- We are committed to ensuring you understand your portfolio and know the potential risk - and returns it could bring.
- Expect us to be in touch frequently with high-quality communications, including an agenda email before each meeting and a summary afterwards.
- We follow through in a timely manner to ensure plans are executed.
- Our team follows a proactive, structured process.
Wealth Insights
Continued Growing Pains
The perception that time seems to go by faster as we grow older certainly rings true — it’s hard to believe that summer has already passed and we are now entering the final months of 2024. In our Autumn newsletter — “Continued Growing Pains” — we provide some perspectives on Canada’s productivity, which has received significant press recently.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
8 not-so-secret ideas to help you grow your RRSP
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8 not-so-secret ideas to help you grow your RRSP
Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.
Parliament on pause: What’s happening with taxes now?
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Parliament on pause: What’s happening with taxes now?
Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.
Michael Craig on market implications of Trump’s tariff announcements
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Michael Craig on market implications of Trump’s tariff announcements
Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.