A Message Regarding COVID-19

Due to the recent COVID-19 situation, we are taking every precaution to ensure we are following the guidance of the BC Ministry of Health to protect the health of our clients and employees.

We have made the decision to temporarily stop holding meetings at our office. Some team members will be working remotely, but remain available via phone and email. We are  happy to meet with you virtually (by phone or video conference). We’re also able to accept electronic payment transfers. We encourage you to continue to have contact with your financial advisory team as required to meet your financial needs.

We are implementing internal safeguards to ensure that firm operations continue smoothly in these challenging circumstances and take the responsibility of managing your financial affairs very seriously.

We are monitoring the situation daily and will make adjustments as required to continue to serve you through these trying times.  Please see below for any updates as more information becomes available.

Thank you and we look forward to seeing you again soon.

Business Owners

The most overlooked area of financial planning for business owners and incorporated professionals is the lack of integration between corporate and personal assets. When the majority of your assets are in your corporation you need very specific, specialized and personalized financial advice.

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