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….
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
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.
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.
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.
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.
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.
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 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)
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.
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
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
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
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
Past issues have included….
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3388, Rosemary Heights Crescent, Suite 217, Surrey, BC V3Z 0K7
VANCOUVER OFFICE
2050 – 1050, West Pender Street, Vancouver, BC V6E 3S7
SOUTH SURREY / WHITE ROCK OFFICE
3388, Rosemary Heights Crescent, Suite 217, Surrey, BC V3Z 0K7
VANCOUVER OFFICE
3388, Rosemary Heights Crescent, Suite 217, Surrey, BC V3Z 0K7
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