Stable. Predictable. Achievable.
Advice Tailored For You.
Our commitment to providing sound financial advice along with quality service translates to a positive experience. Our experienced and knowledgeable team is available on call and will personally handle any issues. Over time, relationships are strengthened through consistency, patience, expertise and trust.
We Offer:
- Tax planning solutions through registered accounts including RRSP, RRIF, and TFSA’s in Canadian and U.S. dollars, and RESP’s in Canadian dollars.
- Canadian and U.S. dollar investment accounts including cash, margin and option, commission, fee-based and our managed portfolios.
- Investment vehicles including GIC’s, common and preferred shares, government and corporate bonds, mutual funds and ETF’s.
- Insurance products, including life annuities and life insurance.
- Instant access to all markets in North America.
- Expert advice from seasoned industry professionals.
- Financial plans and reports provided through RazorPlan software.
Client Commitment Agreement
- Competitive fees
- Access to all investment products
- Positive experience
- Customizable portfolios
How it Works
Who We Work With:
Business Owners
- As a business owner, you work long hours and you know what to do to keep your business running efficiently.
- When it comes to investing, monitoring your portfolio is like running a second business. You don’t have time to do both.
Executives & Professionals
- As an executive and top-tier professional, you’ve worked hard to juggle priorities and find the right work-life balance. The future, which may involve children’s education or a retirement home and other big expenses, involves careful planning.
- When it comes to investing, you worry if you are doing enough or making the right decisions to retire comfortably.
Retirees
- You’ve worked hard, made sacrifices, saved money and invested wisely to build a nest egg.
- When it comes investing, the future remains uncertain.
Young Professionals
- You’re on the right track to success, but that hard work hasn’t paid off yet.
- When it comes to investing, you don’t have the time to stay focused on your career and do all the necessary research and analysis to secure a comfortable future.
Heirs of an Estate
- Recent surveys indicate that half of Canadians expect to receive some sort of inheritance.
- Receiving a big inheritance can be a double-edge sword. It is a generous gift, but when it comes to investing, it also involves learning how to manage the estate and learning who to trust.
Office
Suite 1800, 1140 West Pender Street
Vancouver, BC. V6E 4G1
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