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OUR UNIQUE VALUES AS FIDUCIARY FINANCIAL ADVISORS

We always place your best interests ahead of ours.
We listen closely to your needs and dreams.
We are transparent, paid only by our clients.
We have no affiliations with products or institutions.

Investment and Wealth Management Firm

We are an independent investment and wealth management firm located in downtown Vancouver, BC, Canada. Since we were founded in 2008 our purpose has been to bring to Canadians the fiduciary approach to investing. This is what Registered Investment Advisers have been doing in the US for a while now. Financial advisors operating in the best interest of clients. Investment advisors being independent of products and institutions.

We help individuals and families plan for their retirement and manage their nest egg.

Let us guide your tomorrows!

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OUR INVESTMENT MANAGEMENT PHILOSOPHY

A typical investor buys investments after they have performed well, then sells after they’ve performed poorly.

We believe that exactly the opposite is the best way to invest. Buying into good investments when they are under-appreciated and under-valued makes sense to us. Professional investing should be disciplined and not be chasing past performance.

If you appreciate the value of having a professionally managed portfolio, and would like a pro to walk you through retirement planning options, let’s begin a conversation. Speak with one of our investment advisors today.

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