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.
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 - October 27, 2025
China’s FOMO moment
China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps investors are starting to feel a little FOMO.
Investor Strategy - October 2025
Defying gravity
At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of striking out or giving back too much of the gains, in case market gravity kicks in.