Tell us about your dreams! Whether your goals are long term or short, big or small, we want to help you. Are you saving for a home? Retirement? Kids' education? A business? Something else? We can help you plan, save and invest so that you can reach your goals and achieve financial security.

We use a team approach to provide consultations and financial products geared towards the needs of business owners, entrepreneurs, families, and professionals. We are an independent firm which means that our financial advisors are able to access a wide variety of carriers in order to meet the individual needs of our clients. We offer a competitive fee structure on our investment products and services. Our financial planners are also local to North Vancouver, which we value as part of our community. We would be happy to speak with you about your needs and goals!

Investment Services

  • Mutual Funds, Pooled Funds, Wrap Accounts
  • Corporate Capital Class
  • Guaranteed Investments
  • Tax Preferred Investments
  • Estate & Inheritance Planning
  • Retirement Planning
  • Income & Growth Investing Strategies
  • Asset Consolidation
  • Group Savings Plans

Insurance Services

  • Life Insurance (both Term and Permanent)
  • Employee Benefits
  • Self Directed Health & Dental Plans
  • Disability Income Protection
  • Mortgage Insurance
  • Critical Illness Insurance
  • Succession Planning for Business & Family Assets