A Wealth Management Strategy, Tailored to You

My approach to managing your wealth begins with truly understanding who you are and what you would like to achieve today and in the future. Before putting your personalized long-term investment strategy in place I must be knowledgeable about you, your business and your family. This practice integrates financial planning, will and estate planning, tax planning, risk management and investment management.

My services are best suited to professionals, business owners, retirees and their families who are looking to put a comprehensive and diversified strategy in place for the management of their wealth.

I would be pleased to speak with you about your financial objectives. Please give me a call today.

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Protecting Your Family's Legacy: Charting a Path to Effective Intergenerational Wealth Transfer

Feb 21, 2024 03:00 PM Pacific Standard Time - Feb 21, 2024 05:00 PM Pacific Standard Time
The Beach House 150 25th Street West Vancouver, BC

It has taken hard work, dedication, and intellect to build your wealth. Now it takes deliberate planning to protect and maximize this legacy for your family, while ensuring harmony amongst your loved ones. Please join me for an enlightening discussion with two experts in the areas of business succession and family and estate law.

 

Chantal Cattermole is a senior partner at Clark Wilson, one of Western Canada's largest law firms, where she leads the Family Office and Family Law groups. With over 15 years of experience in family law and guiding some of the country's most influential families and businesses, she works collaboratively with key family members and their other advisors to understand their values and objectives and provide bespoke wealth maximization strategies. 

 

Michael Scott is a senior partner at Clark Wilson, whose practice includes Family Office, Estates & Trusts, Elder Law, and Charities & Not-for-Profits. For over a decade, clients and their professional advisors have trusted Michael to create comprehensive tax and estate planning strategies to protect their wealth and assist with business succession.

 

Refreshments and hors d'oeuvres will be served.

Jordan's #MarketMemo

What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

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Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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Bank of Canada follows up with a second rate cut of 2024

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After a first interest rate cut in June, the Bank of Canada (BoC) again lowered its key overnight rate by 25 basis points at its meeting Wednesday, to 4.5%. The move was in line with market and our own expectations ahead of the announcement.

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While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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