Bringing wealth to life

Serving high net worth investors & family office professionals

Our purpose is to manage the personal wealth of a limited number of affluent individuals and families.  Our Team has extensive experience building long term relationships to help high net worth investors and family office professionals achieve success.

We recognize and understand the opportunities and challenges that our clients face.  Our Team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to preserve and grow your assets while minimizing tax and risk. We will also work closely with your professional advisors and our in-house Tax & Estate Planning professionals to develop a customized plan to address any estate, tax, philanthropy, insurance and business succession needs.

Our promise is to strive for excellence and to continue earning your trust; protecting and enhancing what's most important to you.

 

To book an initial telephone conversation to learn more, or to learn about our complimentary Second Opinion Service Offer, please contact Sara Sparks by email Here.

 

Address

500-550 Burrard Street
Vancouver, BC V6C 2B5    

Tel: 604.678.8607
Toll Free: 866.640.0400


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.

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

12 November 2018
Decisions under risk
View article

5 November 2018
Asset allocation - Just ain't as good as it used to be
View article