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 will 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 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: 604.678.8536 Toll Free: 1.844.678.8536
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Read more
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - January 12, 2025
Ethos rewind: the year’s biggest themes
The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.
Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.