Bringing Wealth to Life

Serving high net worth investors & family office professionals

Recognized as one of Canada’s Top Wealth Advisors (Best in Province 2022) by the Globe and Mail Report on Business and SHOOK Research, our purpose is to manage the personal wealth of a limited number of affluent individuals and families. Our Team has extensive experience building long term relationships to help high net worth investors and family office professionals achieve success.

We recognize and understand the opportunities and challenges that our clients face. Our Team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to preserve and grow your assets while minimizing tax and risk. We will also work closely with your professional advisors, our in-house Tax & Estate Planning professionals and Private Family Office Team to develop a customized plan to address any estate, tax, philanthropy, insurance, business succession and generational wealth planning needs.

Our promise is to strive for excellence and to continue earning your trust; protecting and enhancing what's most important to you.

To book an initial telephone conversation to learn more, or to learn about our complimentary Second Opinion Service Offer, please contact Lori Wright by email here.

 

Address

Guinness Tower, 1055 West Hastings Street
Suite 2200
Vancouver, BC V6E 2E9

Tel: 604.678.8536
Toll Free: 1.844.678.8536