CFP, CLU, CH.F.C, FEA, CExP™, TEP
Business Family Advisor
DIPL. T, CLU®, CHS™, CEPA™
Financial Planner
Business
Advisor
Financial Planning
Analyst
Client Care
Coordinator
New Business
Coordinator
Vancouver Location
850-1185 West Georgia St.
Vancouver, BC V6E 4E6
Tel: 604.662.5500
Fax: 604.662.3208
Mississauga Location
500-2800 Skymark Avenue
Mississauga, Ontario L4W 5A6
We specialize in supporting business families by enhancing business continuity while preserving and transferring family wealth. Our approach ensures financial efficiency to sustain and grow your wealth, strategic risk management to protect it, and structured planning for a seamless generational transfer. By fostering accountability and long-term vision, we help secure your family’s legacy and business success.
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