Our clients are mature and established. They've come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs.
We design and manage comprehensive solutions for high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
We provide complimentary Lunch and Learns for private groups of 10+. This includes a one hour estate planning session, followed by lunch and a round table discussion.
Sessions are ideal for those 55 yrs+ with $250,000+ of investable assets, who want to avoid costly mistakes. Nobody plans to make the tax man a beneficiary of their estate.
There is no cost and no obligation, although pre registration is required. Contact us to book your session today.
Jan 15, 2018 - Dec 1, 2018
Call us to discuss- Mandy Baker @ 250-338-7811, OR email at firstname.lastname@example.org
Courtenay, BC V9N 2K6
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.