A Richer Life:   Why Clients Select Us

 

We are client-focused

Putting your needs first is part of our business model. We strive to make every clients experience rewarding and positive, and to continually improve it.

We are experienced

We have advised our clients through evolving and sometimes difficult market conditions. Our teams 50-plus years of combined experience as investment professionals are invaluable.

We have credentials

Prentice Lee

Investment Advisor

604-257-2466 | Email me
604-257-7391

  • Canadian Investment Manager (CIM)
  • Fellow of the Canadian Securities Institute (FCSI)
  • Portfolio Manager
  • Options Licensed

Clive Johnston, CFA, CFP

Associate Wealth Advisor

604-257-2465 | Email me

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Options Licensed
  • Life Insurance Licensed

Catherine Foster

Associate

604-257-2464 | Email me

We follow a proven investment strategy

We add value by combining a time-tested quantitative strategy focused on dividend paying investments with tactical asset allocation

We think outside the box

We take a value-oriented, contrarian approach that gives you the opportunity to deploy your money intelligently. We also keep an eye open for opportunities to be found in unique or rare situations that arise from time to time.

We focus on strategy, not commissions

Our fee-based model keeps our priorities aligned with yours