Bringing wealth to life

Serving high net worth investors & family office professionals

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: 604.678.8607
Toll Free: 866.640.0400


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article

 

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

9 August 2022
Why is the market so happy?
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25 July 2022
The future is bright for Japan
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Investor Strategy

August 2022
Second half off to a good start
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