Your Plan and Our Advice – Building Your Future Together

We are a team of professionals committed to providing a financial master plan to our clients that encompasses sound advice, thoughtful and thorough planning with a focus on results.

We help a select group of individuals, families and institutions to build, manage, protect and transition their wealth. Our process starts by “Listening to You”. Wealth Management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals, and to allow us to provide the best possible advice and build your personal roadmap, we listen carefully and take the time to really understand your needs and goals.

Advisors who offer comprehensive wealth management are like financial concierges. Their only goal is to meet your needs. It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for. — Robert Kiyosaki



Sandra Nass has been my financial planner for over 30 years with good reason. I have total faith in her financial acumen, and over the years, my portfolio has made substantial gains with Sandra at the helm. She is knowledgeable, responsive, honest and hard working.  I’ve referred Sandra to many family members and friends because of this, and they too are thrilled with her work. Sandra also manages my daughter and son-in-law’s portfolio and appreciates the challenge of family dynamics with humour and integrity, as she shapes our financial growth into dynamic portfolios.

In the last few years, Sandra Nass and her team have overseen the estate of our family business, helping us to navigate the tax complexities and saving us thousands of dollars. We will always be grateful for her time and perseverance in dealing with this challenge.

Above all, Sandra is a caring, thoughtful person and this shines through in her work ethics. She genuinely is interested in our family; she is a talented advisor and a charitable human being. And she wears really nice shoes!

Patricia S.

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Our office address is:

450 S.W. Marine Drive, 16th Floor,  Vancouver B.C. V5X 0C3 
Map  /  Transit & Parking
Direction to our office:  by Skytrain   /   by Driving