Developing confidence and clarity in your full financial picture forms the foundation of our approach. We work with clients to grow and protect their wealth while building the legacy they desire.
Our team is committed to the highest level of holistic wealth management service. We work closely with individuals, families, executives and business owners through a uniquely individualized wealth process, with a clear focus on client goal achievement and satisfaction. Our top priority is to provide you with peace of mind, not only to live your life confidently but to feel prepared for what may come next.
Nationally recognized for our “smart money” approach to investment management, we pair a specialization in alternative strategies with robust risk management tools, to deliver stability throughout all market environments and an enhanced investor experience.
With offices in Vancouver and Toronto, we work diligently with our clients’ trusted professional partners across the country to provide a seamless, full-service solution.
We are pleased to note that our commitment towards innovative product offerings and total client service continues to garner national industry recognition:
Canada's Top 50 Advisors (2020, 2021) | 5-Star Advisors, Western Canada (2021) | CGWM Client Dedication Award (2021) Advisor of the Year, Alternative Investments (2020 National Gold Winner) Wealth Professional Women of Influence | Female Trailblazer of the Year (2020 National Gold Winner)
Our investment ideas, financial planning strategies and advisory insights have been featured in various publications and media including the following:
We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a risk-centric investment approach.
We have a specialization in alternative asset management to enhance diversification and to provide clients a stable, uncorrelated return steam in any market environment.
WEALTH AND ESTATE PLANNING
Based on in-depth conversations focused on your priorities, our team will work with you to craft a plan that expertly meets your financial objectives, mitigates taxation and leads you confidently towards the future you envision.
With the largest network of institutional cash deposits in Canada, we are able to provide clients comprehensive cash management solutions.