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We help High-Net-Worth families and business owners maintain financial security by managing investment portfolios.


Learn More about Portfolio Management

We would like to take this opportunity to inform you about our COVID-19 pandemic preparedness.

 First and foremost, our top priority is the health and security of our team and our clients.  During this challenging time, please note that we are fully operational and are confident that we can respond to any future challenges.

As a temporary measure, we have made the difficult decision to suspend face-to-face meetings, however we are continuing to schedule telephone meetings as an alternative.

We recognize that this can be a very challenging time for investors and we are working behind the scenes to ensure we help you weather this storm.  We will be updating our "Insights and Articles" page regularly as we work through this in order to keep everyone up-to-date with timely and relevant information.

As always, please reach out to us if you'd like to talk.

How to Invest

We manage investment portfolios for High-Net-Worth Families and Business Owners.

Period.  Full Stop.


Our Team

Combining professional investment oversight and exceptional customer service.


What our clients are saying

"Marc has become my trusted investment advisor.  He communicates in a transparent manner and explains investment concepts in simple terms, using understandable analogies.  I always enjoy our review meetings, and I have confidence in him to manage and grow my portfolio.”

Lisa S. | Richmond, BC

"We are happy to say that in our almost 2 decades of dealing with Marc and his staff that we have found them to be informative, prompt, and respectful of our financial goals.  We would certainly recommend their services to others" 

Lisa and Gary S. | Delta, BC

Insights & Articles

Keep up to date with the latest commentary and articles.


Contact us

For your convenience, send a message with the form below or call today! We are located in Richmond, BC and you will find free parking literally in front of our office door. Please call us if you'd like assistance with directions to our location.

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