Nice to meet you.

 

Our Approach to Wealth Management

I believe that wealth management extends beyond portfolio management.  While we offer full-service portfolio management, this is just one component of a client’s comprehensive financial strategy. Our comprehensive approach to wealth management gives you access to all the solutions and services you need to achieve your financial goals. This means we provide more than just investment advice and money management —we help protect your lifestyle and business, manage your nest egg, create your legacy and more.

For 'A Note From Collin', please visit Page 4 of our Brochure. Please click here:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Client Testimonial

“Collin reached out to me over the phone – I normally don’t take calls but I’m glad I took this one. He caught me at the right time as I was transitioning out of my business. Reflecting back to my early dealings I was most impressed with Collin and his team by the level of detail, professionalism and communication. Fast forward to today, Collin continues to push the service bar higher where it seems like he’s always one step ahead making things really easy for my family and I.” -Brian

Collin Zwickel

Collin Zwickel

Senior Investment & Wealth Advisor

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Media & publications


2024 “Raising the Bar” award recipient

This year, Collin Zwickel received the coveted Zajac Night’s “Raising the Bar” award, which recognizes individuals who not only excel in their professional endeavours but also prioritize making a positive impact on society.

This year, Collin Zwickel received the coveted Zajac Night’s “Raising the Bar” award, which recognizes individuals who not only excel in their professional endeavours but also prioritize making a positive impact on society.

7 marathons, 7 continents, 7 days: Vancouver man sets out on the Great World Race for charity

A Vancouver man is preparing for the trip of a lifetime and a first-of-its-kind global race. Jason Pires tells us about the daunting journey and the inspiration behind it. 

Click here to watch the full video!

 

Collin Zwickel runs from Vancouver to Whistler, raises $77,800 for families in need

 

'Beyond Bonds'

Featured Publication written by Collin Zwickel

Please click here to view