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

Guinness Tower, 1055 West Hastings Street
Suite 2200
Vancouver, BC V6E 2E9    

Tel: 604.678.8607
Toll Free: 866.640.0400


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.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

16 September 2019
Energy Evolution
View article

9 September 2019
Seasons and cycles
View article

 

September 2019
Investor strategy: Late-summer volatility
View article