We Are Moving!

Please note that we will be moving to a new location effective Friday, March 8th, 2019.
Our new address will be 450 SW Marine Drive, 16th floor, Vancouver BC  V5X 0C3 - our contact information remains the same.

We look forward to seeing you all there!

Our Team Philosophy

We know your needs are unique, which is why our personalized and comprehensive wealth management approach is so key to your success. As a disciplined and professional team, we take the time to fully understand where you are today financially, and where you would like to be in the future. We work closely with you to develop strategies and plans to help you reach those goals—an approach that includes investments, tax planning, estate planning and legacy creation. If you’re looking for wealth management for your business, yourself, your family or your charitable organization, our team may be the right fit for you. Contact us today. Our multilingual staff can assist you in English, Cantonese and Mandarin.