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.
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