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


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Tax & Estate Planning
Strategies 

 

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


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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Market research
Insights 

 

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

25 May 2020
The Stark Reality in Commercial Real Estate
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18 May 2020
The incomparable recession
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May 2020
The great bounce
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