Know when you can retire, and what you can spend
We bring your pensions, CPP, OAS, RRSPs and savings into one clear monthly income plan.
Talk about retirementYour money, planned around your life.
Retirement, investments, taxes and your estate, handled by one advisor who knows you, with a simple app that keeps everything in view.
No cost and no obligation. Phone, video or in our Vancouver office.
1,900+BC families advised
12 yearsaverage client relationship
1 advisorfor everything, start to finish
24 hoursto return every call
Everything your money needs, in one place
Four areas, one plan, and one advisor who keeps it all working together.
A portfolio built for your goals, watched every day
A diversified mix matched to the risk you are comfortable with, and rebalanced so it stays that way.
Talk about investingKeep more of what you have earned
Withdrawals, pension splitting and account choices planned together, so less goes to tax each year.
Talk about taxesMake things simple for the people you love
Your will, powers of attorney and beneficiaries organised, with gifts to family planned clearly.
Talk about your estateFrom first call to peace of mind
Four simple steps, with the same advisor beside you the whole way.
Start with a free callTalk
A free call about your goals, your questions and what matters most to you.
30 minutesPlan
A clear written plan covering income, taxes and your estate, in plain language.
Within two weeksInvest
We put the plan to work and handle the paperwork. Your accounts stay in your name.
Week threeReview
Regular check-ins to keep you on track, and a call whenever life changes.
Twice a year
Your whole picture, always in view
Investments, pensions, property and bank accounts, added up for you and updated daily.
Short quarterly updates that explain what changed and why, with no jargon.
Ask a question any time and hear back from your own advisor within a day.
Encrypted, with two-step sign in. You can always choose paper statements instead.
Meet the people you will work with
Every client has one dedicated advisor, backed by our planning team.
Elena Marchetti
Senior advisor, retirement incomeCFP, 22 years in practiceHelps couples move from saving to spending with confidence.
Book with Elena
Daniel Hughes
Advisor, investments and taxCFA, 14 years in practiceBuilds portfolios that keep tax low, explained in plain language.
Book with Daniel
Maya Rahimi
Advisor, estate and family wealthCFP, 11 years in practiceGuides families through wills, gifts and big transitions.
Book with MayaSimple, honest fees
You will always know what you pay. No commissions, no hidden charges, and your first call is free.
Planning only
For people who invest on their own but want a clear plan.
$2,400per year
- Full written financial plan
- Two reviews a year
- Client app access
Most chosen
Full wealth management
For people who want planning and investing handled together.
1%of assets per year, less above $1M
- Everything in Planning only
- Portfolio built and managed
- Tax and estate planning
Family office
For families with complex needs across generations.
Customagreed with you up front
- Everything in Full wealth management
- Business and property planning
- Family meetings and education
Not sure which fits? That is what the free call is for.
Book your free 30-minute call
Choose a day, then a time. We will confirm by email and call you at the time you pick.
Choose a day and time
Times shown in Pacific Time (Vancouver)
Pick a highlighted day to see open times.
You are booked in.
Questions people often ask
Still unsure about something? Ask us anything on your free call.
Book a free callWhat happens on the free call?
An advisor asks about your goals, answers your questions and explains how we could help. There is no sales pitch and nothing to sign.
Is there a minimum amount to invest?
Planning only has no minimum. Full wealth management usually suits people with $250,000 or more to invest.
Where is my money held?
Your accounts are held in your name at an independent custodian. We manage the investments, but we never hold your money ourselves.
Do I have to use the app?
Not at all. Many clients prefer phone calls and paper statements, and that is completely fine.
Can my children or spouse join meetings?
Yes. Anyone you trust is welcome, in person or by video.
Ready when you are.
Book a free 30-minute call and leave with a clearer picture of your money, whether or not you work with us.
Free, 30 minutes, no obligation.