Comprehensive Wealth Management

Our Team of cercified FA/FP provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning and family governance, which is our area of expertise.

The essence of investment management is the management of RISKS, not the management of RETURNS.

– Benjamin Graham

Wealth Management Covers All Aspects Of Your Plan

“What IF” scenario is the key in wealth management

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Risk Management

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Life Goals

N

Tax Efficiency

N

Dollar Cost Averaging

N

Periodic Review, update, and rebalancing.

N

EMD

N

Diversification

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ESTATE PLANNING

 

Dearest friends and clients: Estate planning will never be too early…it can only be too late.  There are yet too many sad stories to tell of those without proper planning: lengthy probate, huge tax consequences, generation-discords…just to name a few.

Take to us today to save your hassle in the future!

Address

203-3997 Henning Drive, Burnaby BC. V5C 6N5

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