Comprehensive guidance to support your needs
Serving families primarily from BC and AB, and cross border citizens of the US and Canada Private Client Specialists
Serving private clients and their closely held corporations / trusts is what we do. Making a positive and lasting impact in peoples’ lives is what drives us. We remain deeply committed to multiple generation relationships.
Our clients tend to be entrepreneurially-minded people who:
- Have investible assets of $1,000,000+
- Prefer to be involved from a big-picture perspective and do not want to be involved in the day-to-day responsibilities of the wealth management process
- Recognize the value of the team of specialists approach when coordinating a well-crafted financial plan that addresses their do, have and legacy aspirations, and integrates investment, tax, insurance, trust and estate planning.
While most of our wealth advisory clients are Canadian investors living in BC and AB, we actually do business coast to coast.
Our integrated cross-border financial advisory services are especially appealing to United States citizens living in Canada, Americans inheriting money from Canada and Canadian citizens living in the US.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt
