I have the privilege of leading a group of banking and wealth management specialists that service the needs of executive level professionals, business owners, and corporations in British Columbia.
The strategies we offer are comprehensive and aim to help our clients achieve what is most important to them. Whether the goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, we strive to establish relationships with each client based on trust.
Our recommendations are rendered with a client’s aggregate investments, business, and estate in mind to help ensure that they enjoy peace of mind today and have financial security in the future.
We draw from the experiences of existing clients and have partnered with Vancouver’s most highly regarded legal, accounting, and real estate advisors to provide our clients advice that is always aligned with their best interests.
Many of our clients have been with us for years and we always hope that our relationships encompass many generations. We are truly grateful for the loyalty shown by our clients, and are determined to continue providing high caliber financial advice to re-earn this loyalty year after year.
On a personal note, I have the pleasure of working, living, and volunteering my time on the North Shore. I am actively involved in charitable organizations, social committees, and youth development.
I welcome an opportunity to meet, learn about your experiences, and determine how our group can best help you to accomplish your goals.