The next generation of wealth. 

Rory O'Connor & Tim Engelbert - Strategic, objective counsel for discerning investors 

With a commitment to quality and confidentiality, we focus on advising successful professionals, business owners, foundations and well-established investors from across Canada, to address the complex challenges of managing significant wealth. Beyond our university degrees and professional accreditations, our team brings a significant amount of combined financial markets experience to the table.

Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth, while preserving and protecting your wealth so it can be enjoyed across multiple generations.

The hallmarks of our services include strategies for preserving capital, managing risk, achieving returns in all market conditions, minimizing taxes on invested capital and providing access to innovative and exclusive investment opportunities. 

Grounded in our four core values – respect for our clients, integrity, discipline, and independent thinking – we offer a highly personalized approach to wealth management that has served our clients well over many years.  We are proud to embody the entrepreneurial spirit of Richardson GMP, Canada’s largest independent investment firm, along with the personal service of a multi-family office approach.
 


 

New address

As of September 16 our new address will be: Guinness Tower, 1055 West Hastings Street, Suite 2200, Vancouver, BC V6E 2E9 (view in maps).

If you have any questions please contact us.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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For business owners
Special Report 

 

What’s your company’s Value Builder Score?

Take our free survey and learn how your business measures up.

Get started now.

 

 

 

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Market research
Insights 

 

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

16 September 2019
Energy Evolution
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9 September 2019
Seasons and cycles
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September 2019
Investor strategy: Late-summer volatility
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