First Vice-President, Investment Advisor
Toll Free: +1 (877) 331-5122
Fax: (604) 687-2120
"It all comes back to a team effort. Even when you are making decisions that can affect you, your family or the entire world; you will always have us backing you up."
Our team works with clients to develop advanced portfolio management strategies to help them achieve specific goals for their own financial future. We work with clients, from individual investors to large corporations. We provide integrated wealth management strategies that include: tax & estate planning, insurance, business succession and retirement goals. My team and I are fully versed on individual stock selections, mutual funds & hedge funds.
For all our clients, these are the principals we address when investing:
~ Tax efficient investing
~ Growth of capital
~ Capital preservation, reducing the risk of principal
~ Impeccable service and accessibility
~ Clear communication, timely reports
~ Fee structures that are reasonable and defined
Fulfilling these principals allows me and my team to build solid and long lasting relationships with our clients and future generations.