Protect and enhance your financial well being with comprehensive wealth management.

Help you build confidence in your finances

The Sapphire Wealth Management Group provides superior, customized portfolio management and comprehensive wealth management services. We pride ourselves in exclusively serving entrepreneurs, intergenerational wealthy families and high performing professionals, and providing truly exceptional service. Many of our highly accomplished clients would prefer to leverage a team of financial experts to help with planning, investment decisions and ongoing monitoring. We are able to help you identify and address your wealth objectives, such as:

  • Wealth preservation | how do I avoid permanent impairment to the capital? (e.g. due to business challenges, market downturns, or personal circumstances)

  • Lifestyle protection | how do I ensure sufficient funds for my lifestyle and legacy goals?

  • Wealth succession | how do I prepare my assets for transition to heirs in an effective way?

  • Coordinated management | where do I find discreet professionals to simplify my financial affairs?

More than investments

Just as there is no simple way (and no short-cut) to grow a business, managing wealth requires a cross-discipline approach to address intertwining issues that you and your family face as wealth owners.

As your primary wealth advisor, we offer a combination of investment, tax, financial planning, trust planning and banking expertise with a team of experts to help you navigate the complexities.

Notes: (1) some solutions offered through qualified partners, (2) Michael Sapphire is licensed to offer discretionary investment management as Associate Portfolio Manager

Contact us

If you are seeking outstanding and comprehensive wealth management, we would be pleased to explore how our experience and resources can work for you.  

To arrange a meeting please call us at (604) 257-7394 or email us.

Consultation available in both English and Mandarin.