Enabling people to plan life well through smart & thoughtful financial guidance.
Our Investment Philosophy
PLAN. PROFIT. PROTECT.

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their savings being paramount. As such, we are committed to investing their hard-earned savings in suitable, best-in-class investment strategies that will preserve and grow their wealth over the long term.
How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies such as the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed “management of risk is more important than management of returns”.
While implementing our proactive investment management approach, we focus on
measured risk, consistent returns
and effective execution.
As Seen & Heard On:






Testimonials
Why Did You Become A Financial Advisor?
Cadence’s Analysis
Weekly Market Comment: Friday, February 19th
RRSP vs TFSA
The Benefits of a TFSA
Weekly Market Comment: Friday, February 5th
TFSA/RRSP Contributions
Weekly Market Comment: Friday, January 29th
Weekly Market Comment: Friday, January 22, 2021
Weekly Market Comment: Friday, January 15th
How We Can Serve You

Risk Management

Retirement Planning

Estate & Charitable Planning

Advisor Managed Portfolio

GICs & Similar Instruments
Resources & Market Updates

Asset Allocation

Insights & Strategies

Market Perspectives

A Life Well Planned

Trends & Ideas

Estate Planning Guide
- MAIN OFFICE ADDRESS: 410-1040 West Georgia Street Vancouver, BC V6E 4H1
- WHITE ROCK ADDRESS: 314-2630 Croydon Drive Surrey, BC V3Z 6T3
- T: 236.521.7788
- F: 236.521.7802
- TF: 833.740.1094
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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