Wealth 360

Your wealth is the reward for a lifetime of hard work, discipline, and prudent money management.

Your wealth is the reward for a lifetime of hard work, discipline, and prudent money management. Yet maintaining your wealth can be as much of a challenge as achieving it. We know how difficult it can be to stay on top of your financial affairs in today’s busy world.

Our Wealth 360 process identifies the planning strategies most appropriate for you and your family. We work with you to identify priorities, opportunities and risks, and then create a realistic action plan.

Wealth management involves much more than just your investments. We take a comprehensive approach that considers all of your financial affairs in context. When it makes sense, we work with your lawyer and accountant to ensure the strategies are thoughtfully implemented.

Our Wealth 360 service was designed to be a complete road map for your wealth plan. Using a user-friendly dashboard format, it neatly summarizes your assets, financial goals, investments and insurance, as well as your prioritized action plan and other important information. During our annual general meeting, we review your Wealth 360 report to clarify where you stand in relation to your goals. We adjust the plan where necessary to ensure you are taking full advantage of all wealth planning opportunities.

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Knowledge Centre

The Secret Trait of Successful Entrepreneurs

Many of us dream about starting our own business.  The lure of being an entrepreneur is deep-rooted. Maybe it’s driven by the desire to be your own boss, to be fully independent, to test the limits of your creative ability or to make a positive impact on the world.

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Joining the Ride to Conquer Cancer

The Ride to Conquer Cancer is a 2 day cycling event from Cloverdale to Hope, journeying over 200 km to raise money to benefit the BC Cancer Foundation.

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Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. 

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