Sea to Sky Wealth Management

Sea to Sky Wealth Management

Comprehensive and astute wealth advisory services

Sea to Sky Wealth Management

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


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.