A Vancouver-based boutique firm focused on financial advisory and risk management. We work closely with insurance companies and banks as well as a team of professionals – lawyers, accountants, tax consultants, realtors, and mortgage brokers.

We help families protect themselves financially from adverse events, pay-off their mortgages sooner, save for their children’s education, avail of government incentives, create a retirement income, preserve their hard-earned monies, and transfer wealth tax-efficiently to the next generation.

We help business owners gain better access to the debt market through our risk management strategies, reduce financial risks by insuring key personnel and business overhead, minimize business interruptions in case of premature death, critical illness or disability, improve creditor protection, and structure a tax-efficient succession plan.