What does financial planning mean to us? It’s about creating structure, clarity, and confidence around your wealth.
Based in Victoria and serving Vancouver and the Lower Mainland, we help business owners, professionals, and families bring every piece of their financial world together—from investment and tax planning to business succession and estate strategies. Our approach blends technical precision with empathy and transparency, ensuring that every decision makes sense and every plan moves you closer to your goals.
Our solutions
We offer a full suite of family office-style services that bring clarity and structure to complex financial lives:
Investment planning
Your investments should be designed to support your life—not the other way around. We create personalized portfolios built around your goals, time horizon, and comfort level. Using IG’s advanced planning tools, we model different outcomes and “show the work” behind every recommendation so you can make clear, informed choices. The goal is simple: to grow your wealth with purpose and confidence, supported by disciplined strategy and proactive oversight.
