Phillips Byler Wealth Management

Click here to learn more about our team.

Phillips Byler Wealth Management

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

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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.

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 16 March 2026

Great Canadian bank run

Over the past three decades banks have delivered standout returns. But with valuations pushed higher, the question now is: How much of the good news is already priced in?

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Investor Strategy - March 2026

Mostly smooth sailing

This year is off to a good start. But now, we have an energy crisis afoot and inflation fears rising with the new geopolitical unrest in the Middle East igniting at the end of February.

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