Bridges are essential when you are trying to get somewhere, since you'll be using at least one. We can be every bridge you need to get you to all the places you want to go; from buying a 1st home, saving for your kids (or grandkids education), retiring and passing on money (to name just a few).
Email or call us to get the conversation started on how we can help you. Join the hundreds of well looked after, families and individuals who have….
Do you need help with:
Too much to do and too little time?
I feel like I don’t have enough time to look at all parts of my finances. I need a Financial Advisor to pull it all together
Home & A Mortgage?
Do you own a home and have mortgage payments? Between us as your Financial Advisor and the mortgage specialist on our team, we’ll get the best for you.
Education Funding?
Do you have kids or grandkids? We’ll put make sure you have plenty of money to get them through University, into a trade, or any path that may need specialty training.
Save Every Tax Dollar Possible?
Need to squeeze more dollars out of your income? We love the challenge of that. Income tax is probably the biggest area we can help.
Retirement Planning?
We’re guessing you don’t want have to work forever. We’ll be able to say exactly when you won’t have to work and how much income you’ll be getting. We have lots of stories (and can show you) how we have done this.
Something Else You Need Help With
Tell us what financial piece of your life you want us to look at and we’ll put something in place. If we can’t, we’ll guide you to someone who can.
If the answer is yes, we can help - see below!
Our team can help you!
We are deeply committed to dealing with you for the long term. We want and strive to be excellent at what we do for you and your family and feel a strong sense of obligation to see things through. If you feel anxious, I know we’ll feel that ourselves. It may sound creepy but we may be thinking of you at very odd hours of the day. If you are fully reliant on us as your Financial Advisory Team, we’ll feel and will bear that weight fully. We want to be able to look back many years from now with great satisfaction and fulfillment, on what we have accomplished, together.
Do you need help with:
Financial Planning
Portfolio Management
Investment Consulting
Lifestyle Protection
Mortgage / Debt Advice
Mortgage / Debt Advice
Home Purchase Financing
Home Purchase Financing
Post Secondary Education Funding
Retirement Planning
Estate Tax Minimization
Home Downsizing
Pension Consulting
Family Gifting
Charitable Giving
Multi-Generational Wealth Transfer
Reviews
Our family have used Carey and his team in our financial planning for many years. Carey’s experience, expertise and professionalism is always evident. Our investments have shown strong and consistent growth over the years. We are very satisfied and highly recommend.
Ron & Sherry Wall, White Rock BC (clients since 2003)
My wife and I have entrusted this firm with our financial planning for over ten years and are very satisfied. Carey’s experience, expertise and dedication to his clients come through in every interaction. We have seen solid results on our portfolios over the years and are thankful to be working with them.
Tyler Van Vliet, Langley BC (client since 2007)
Carrie Stefanson, Port Moody (client since 2002)
Ken & Sandy Yun, Richmond BC (clients since 1992)
Ready to take your finances to the next level?
We are deeply committed to dealing with you for the long term. We want and strive to be excellent at what we do for you and your family and feel a strong sense of obligation to see things through. If you feel anxious, I know we’ll feel that ourselves. It may sound creepy but we may be thinking of you at very odd hours of the day. If you are fully reliant on us as your Financial Advisory Team, we’ll feel and will bear that weight fully. We want to be able to look back many years from now with great satisfaction and fulfillment, on what we have accomplished, together.
Our Blog
Turn Up To A $40,000 1st Home Downpayment into As Much As $61,000 With An FHSA
The FHSA is one of the most generous tax incentive programs I have seen in my whole career as a Financial Advisor. If you have
Your Mind May Be Getting Hacked By AI (Without You Knowing)
Does it sometimes seem that your phone, tablet, laptop etc. knows what you are thinking? You poke around for something on the web, whether it
Forecasting Is Fun But Useless (Since It’s Most Often Wrong)
Investment firms have started to publish their investment forecasts. These mostly state where they think the S&P 500 index will end up. So far, it
Why 1% On Your Savings Was Better Than 3% (or even 4%)
For the past few years we have been stuck getting 1% (and most often Less) on any cash we had sitting around in our chequing
Keep up to date on investing topics and various financial strategies and tricks you probably haven't heard about anywhere else:
Past issues have included….
- Why Selling An Investment Is Bad
- How Getting 1.5% Is Really Losing 2.8%
- Thinking Of Co-Signing On A Loan?
- Why You Shouldn’t Pay BC Property Tax
- Variable or Fixed Rate Mortgage?
- How Much Should You Put Into A RESP?
- Saving For A Disabled Person (RDSP)
- How To Reduce Probate Fees
- IPP Vs RRSP For Self Employed
- Transferring Out Of Your Pension Fund
- Tech Gems – 1 every issue
- Hhhmmm… – lots of short bits of info. to make you think
