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.
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.
The Power of Time
When ChatGPT reached 100 million active users in just two months, it highlighted the accelerating pace at which technology is transforming the world. Consider that it took the social media platform Instagram 2.5 years to reach the same user base and the internet 7 years to acquire 50 million users.