Achieve financial freedom with professional wealth management
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.
Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.
Many of our clients have been with us for 20 years or more, and have put their trust in our services to see to the wealth of the next generation.
We have two offices in the Nanaimo area; Uplands and Georgia View Village. For residents outside of Nanaimo area, our group has advisors in Parksville, Qualicum, and Duncan.
Contact Blake Simpson, Branch Manager, at 250-244-1237 or firstname.lastname@example.org for an introduction to one of our investment advisory teams.