Our Core Values

From building long term relationships to creating incomparable value, our ultimate mandate is to help make your Financial Vision happen. We respect the hard work and sacrifices that have been made to create wealth and take its preservation and growth very seriously. We treat our client portfolios with the same care and attention as we treat our own, mindful that our clients have the final say.

We strive to raise the bar in every area of our business. Successful investing is not only about selecting the right investments but also knowing when to sell them. Our portfolios are carefully constructed using various research tools and risk management processes, and we follow a disciplined process for managing them day-to-day. We deliver a proactive service and exemplary client experience.

We hold ourselves to the highest professional and ethical standards. Our commitment to unbiased advice and transparency has earned us the trust of our clients in all market conditions. We foster an environment that encourages client involvement and feedback.

Our Vancouver roots run deep, as does our passion for the charities and organizations that improve the lives of those that live here. We have the pleasure of advising multiple generations of families and work with a select number of households so that we can get to know each client individually. This allows us to focus on what’s important to those that we work with, and their communities and families.