Your Future is Our Business.

Our mission is simple: to provide personalized investment advice that minimizes our clients' financial concerns and maximizes their security.

By utilizing strategies to enhance, protect, and transfer their wealth, we are helping today's affluent families live highly successful, deeply meaningful lives.

Our step-by-step process is designed to help you gain control over your financial destiny and enjoy the peace of mind that comes from knowing that all the components of your entire financial life are working together as one to get you where you want to go.

While we understand that every client has unique needs, they all have one thing in common: they want unbiased investment advice from a knowledgeable advisor. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and trust us to guide them towards a comfortable retirement.

Events

Real Estate Forum

Oct 22, 2018 05:00 PM - 07:00 PM Pacific Daylight Time

Four Seasons Park Ballroom 791 West Georgia Street, Vancouver, BC

Please join us for this exclusive event, featuring industry leading CEOs and our Canaccord Genuity Real Estate research team.

The real estate market is at a critical juncture, these industry experts will shed light on the risks and opportunities. This event will feature exciting presentations from four industry leading CEOs as well as a panel discussion led by our Real Estate Analyst, Mark Rothschild.

 

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