560-5900 No. 3 Road, Richmond, BC V6X 3P7View on Map »

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Retirement

Recent Articles

Posted on: April 10, 2017
With spring just around the corner, many Canadians have young people in their lives who are graduating from university, professional schools or community colleges. When the excitement of Commencement wears off, they are faced with the challenge of finding their first full-time paid jobs.
Posted on: April 10, 2017
What is your most valuable asset? Many people will think about this question and come up with a variety of answers, but most people will likely say their home is their most valuable asset, while others may say a business they own or a retirement portfolio.
Posted on: April 10, 2017
No one likes to think about their own mortality, but making a proper estate plan can help to lessen the grief of loved ones left behind. Alternately, without a written estate plan, surviving family members are often saddled with the responsibility of making estate decisions without a clear...

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 21

During the last market downturn a few years ago, retirees who had all or most of their assets in...

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...