We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We are located in Kelowna, BC and provide clients throughout B.C and Alberta with personalized financial plans.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible.
With 14+ years of experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.