Who We Work With
We work with business owners, professionals and families who want their investments managed by the team they deal with. Our clients hold both corporate and personal accounts and often need advice on retirement income or the proceeds of a business sale.
Business Owners
We manage corporate and personal investments for business owners, including retained earnings and proceeds from a sale. We work with you and your accountant to establish cash requirements and tax obligations before setting an investment mandate.
Following a sale, we help plan how the proceeds will support personal spending and retirement, taking both corporate and personal accounts into account.
Professionals & Executives
We help professionals and executives manage their investments and prepare for retirement. Pensions, company shares and assets held in professional corporations are considered when planning income and selecting a portfolio.
Families
We manage investments for families drawing income today and building capital for the next generation. We help plan withdrawals and work with clients’ professional advisors on estate matters. Family members can join these discussions with your agreement.
Working with us
Your lead advisor is your main contact for reviews and planning decisions. We revisit the investment mandate when your needs change and coordinate any follow-up with the team.
Questions about working with us
Do you manage corporate investment accounts
Yes. We manage corporate as well as personal investments. We work with your accountant on the cash requirements and tax considerations that affect the investment plan.
Can you help after a business sale
Yes. We help clients invest sale proceeds, plan withdrawals and consider how corporate and personal accounts will support retirement.
How do your fees work
Fees follow an agreed schedule based on the assets we manage. We explain the applicable schedule and the costs of the investments held in the portfolio during our initial conversations.
Where do you work with clients
Our Langley-based team serves clients across Greater Vancouver and the Fraser Valley, including South Surrey and White Rock, as well as elsewhere in British Columbia.
