Helping you build, grow & protect your wealth at every stage of your life.

Wealth management extends far beyond great investment advice.  It helps you build the perfect retirement plan, grow your nest egg, protect your lifestyle, and create your legacy - all in a tax-efficient manner.  Our team of specialists are here to help you every step of the way.  

What we do

Our process-driven and client-focused approach to wealth management always begins with planning.  After all, a goal without a plan is just a wish.

So, we partner with you to clearly define your financial vision, build a goals-based financial plan, and create a personalized roadmap to help you accomplish your goals.  You'll know exactly how much money you'll need for retirement, what to do in case of an unforeseen family event, and how to protect your wealth for generations to come.

We provide world-class investment management by providing objective, personalized and pragmatic advice, and by employing tax-smart strategies to help you grow and preserve your wealth.  By investing in reputable businesses with proven track records, we build your portfolio to strengthen your financial position, align with your risk tolerance, and exceed your expectations.

We collaborate with a team of experts (often accountants and lawyers) at Canada's #1 Wealth Management firm to provide our clients with a true Family Office experience; helping you protect what you've worked hard to build, and ensure your wealth management strategy is well-rounded and secure for multiple generations.  

We offer a full suite of comprehensive wealth management services, including:

• Investment management • Financial planning • Retirement income planning • Estate planning • Business succession planning • Legacy planning

Who we help

We are passionate about helping our clients reach their unique financial goals.  Our clients include:

  • Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after-tax retirement income and protect their financial security.
  • Busy professionals, executives, business owners &  entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional.
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them.

Ready to get started?  Contact Derek Lee for a complimentary second opinion of your Financial Plan.  We look forward to hearing from you.

Derek Lee, CIM

Investment Advisor

Phone Number604-981-5070
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Email me

Recent Insights

More but less

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Quarter-century crossroads

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Europe in the age of trade uncertainty

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

"A goal without a plan is just a wish."

- Antoine de Saint-Exupery

How can we help?

Let's talk through the details and create a plan to bring it to life.

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