Independent & Innovative Thinking

We are a highly specialized boutique offering full service solutions to individuals, foundations and corporations.

Our clients are established and successful and have a minimum of $500,000 to invest.

  • Individuals
  • Foundations
  • Corporations

Our offering is diverse and covers all aspects of our clients’ financial needs with a specific focus on the following core areas:

  • Income Solutions
  • Major Donor Giving
  • Tax Strategies
  • IPPs & RCAs

We have a deep network of specialists that we work with allowing us to provide sophisticated solutions that are customized specifically for each of our clients.


We manage our clients’ money with a deep sense of ethics and integrity. We are humble in what we do and give back generously to our community.


Serving clients in Vancouver, Richmond, North Vancouver, West Vancouver, Burnaby, White Rock & Surrey.

 
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