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Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.

 

 


Events
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Robert McLean
Date: Jun 11, 2020 04:00 PM - Jun 11, 2020 05:00 PM Pacific Daylight Time
Location: Secure Online Webex Vancouver, BC

The last few months have seen dramatic changes to how we live, work, and invest. Markets have seen unprecedented volatility and many valuations have been adjusted along with our expectations for what ‘normal’ will look like in a post-pandemic world.

  • Saving, Investing and a Stock Market Update

  • Real Estate in Greater Vancouver Update by Marty Majerski (ReMax)

  • Credit Conditions & Mortgage Approvals by Dave O'Mahony (BMO)

  • Current Opportunities

  • Open Q&A

RSVP
Millennial Wealth - March Madness *** POSTPONED TBD ***
Date: Mar 31, 2020 05:30 PM - 07:30 PM Pacific Daylight Time
Location: 1055 West Hastings St. Suite 2200 Vancouver, BC V6E2E9

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.

 

 

Special Guests: Marty Majerski, Real Estate & Dave O’Maho​​​​​​​ny, Credit & Lending 

In an open forum, we will discuss:

  • Strategies for financial success

  • Saving, Investing and a Stock Market Update

  • Real Estate in Greater Vancouver Update

  • Mortgages and Lending Strategies

  • Managing taxes and fees

RSVP
Financial Literacy 101 - Millennial Wealth
Date: Jan 29, 2020 05:00 PM - 07:00 PM Pacific Standard Time
Location: 1055 West Hastings St. Suite 2200 Vancouver, BC V6E2E9

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.

In an open forum, we will discuss:

  • Budgeting and reducing your expenses
  • How to manage banking and credit products
  • Protecting your assets and your income
  • Saving plans and investing for success
  • Managing taxes and fees

When: January 29th, 2020 - 5pm 
Where: Richardson GMP Office - Guinness Tower
            22nd Floor, 1055 West Hastings, Vancouver, BC
 

*No avocado toast will be served.

Spaces limited, RSVP to reserve your seat!

RSVP
Planning for Pets - A Complimentary Lunch & Learn for Estate Lawyers
Date: Nov 27, 2019 12:00 PM - 01:00 PM Pacific Standard Time
Location: 1055 West Hastings St. Suite 2200 Vancouver, BC V6E2E9

With over 16.5 million cats and dogs as household pets across the country, most Canadians want to make sure their four-legged friends are well cared for after they’re gone. The unique legal status of these pets comes with a wide range of special planning considerations.
 

In partnership with the Regional Animal Protection Society (RAPS) and featuring animal law specialist Rebeka Breder, this talk will review the status of animals under the law and how that status impacts planning strategies. You will leave this complimentary lunch with ideas that you can discuss with your clients and insights into navigating issues around these lovable ‘unique assets'.

 

*CPD credits for this event are currently under application with the Law Society

 

Featured Special Guest:

 Rebeka Breder 
 Animal Law Lawyer, Breder Law
 B.A. Joint Honours, J.D. 

 

 

 

 

 

 

 

 

 

RSVP
Latest Blog Posts
Green Shoots: Health & Wellness Update
Author: Robert McLean
ealth and wellness remains top of mind for all of us throughout this uncertain time. With physical distancing in effect, our days ... Read more
April Showers Bring May Flowers
Author: Robert McLean
Historically, April has had less than ideal weather. That being said, clouds have silver linings. For April this implies that prec... Read more
Markets & Stimulus: Spring has Sprung
Author: Robert McLean
March 2020 As we near April, spring has sprung. The vernal or spring equinox signals the start of a new season. It is a time of renewal... Read more

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Cottage succession planning
Has your cottage or vacation property taken on added meaning during the pandemic? We explore one family’s situation and the cost-effective, tax-efficient solution they relied on to ensure their cottage stays within the family for generations.​

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

26 October 2020
Earnings dance
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19 October 2020
Active versus passive
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October 2020
Investor Strategy: A loveless recovery
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