Team

We are a team of Portfolio Managers who advise clients in British Columbia, across Canada and around the world. Premier client service and the development of long-term relationships is the foundation of our business philosophy. We go out of our way to fully understand the needs of our clients, and to respond with creative solutions and value-added services. 

Our objective is to provide integrated wealth management advisory services, including: discretionary portfolio management, investment strategies, tax, life retirement and estate planning, as well as philanthropic initiatives. We specialize in providing solutions for families, businesses and foundations.