Financial health is serious, But we can still have fun
Important topics deserve important conversations. We create the space to talk about your financial goals openly and organically.
Do you want a refreshed experience with your finances?
Being the financial planning experts we are, we help you find the best ways to align your finances with your life. Our team has your back with personalized solutions and strategies that will accelerate you towards your goals.
- Want to spend your retirement lounging on a tropical beach?
- Excited to pass on your family wealth to your kids or grandchildren?
- Interested in creating a legacy to help charities and causes you love?
Our specially designed Tax Health Check Up tool will help you discover the gaps in your finances.
Uniquely designed solutions
Individual Solutions
We develop strategies to help you grow your wealth, protect what matters and create your legacy. With us, you’re free to share all your money habits: tell us about your scotch collection, favorite fine dining experiences, or annual trips to Ibiza.
When we know what you want out of life, we can help you align your finances with purpose.
Business Solutions
We specialize in working with incorporated business owners in BC with an expert focus on healthcare professionals, including physiotherapists, medical doctors and dentists.
Let us help you take it to the next level by combining investment, insurance, and tax planning.
Charity Solutions
You could say connecting charities and donors through our charitable planned giving program is kind of our thing. We have several advisors with a special designation for philanthropy wealth planning, the Master Financial Advisor in Philanthropy - the MFA-P.
We’re all about using our knowledge and financial tools to make our beloved Vancouver – and the world – a better place
We build your plan
in three distinct steps
What our clients say
Jessalynn T.
I love working with Gwen and her team! They focus on my current priorities and always take the time to explain the details to me so I understand my options. I also appreciate that they proactively look for ways to save me money or grow my investments. I have peace of mind knowing that my money is in good hands.
Whitney K.
I have been working with Denny, Phil, and Cathy since early this year and can't say enough wonderful things about them! What really puts them above and beyond is the time and effort they put into getting to know you. They took the time to not only look at my account balance and financial goals, but how I got where I was, what was important to me, and they truly got to know me as a person.
Ruben R.
I first met Max back in 2014 when he was assigned to be my financial advisor while working at one of the Big Canadian Banks. During that time Max always showed a great degree of professionalism, so I was no stranger to his high level of commitment. In 2020 Max and I reconnected, and he invited me to schedule a zoom meeting so that we could talk about my financial goals and how he could help me achieve them. It's only been a few months and my only regret is not connecting with him sooner. Since then, Max and I have worked together and he has played a key role in shaping the future of my financial growth and wealth planning. Max treats me like family and is always there to give me advice when needed, he has truly gone above and beyond my expectations by providing exceptional service. I can't recommend him enough.
Sarah O.
I’ve started working with Ken and Erin last year. Usually my mind shuts off when it comes to numbers & finances, but Ken was excellent in explaining and even hand illustrating key concepts for me so that I could understand them as a visual learner. I really appreciate their thoroughness and would recommend them to anyone.
Montana B.
I have been working with Ken and Phil for over a year now, they are lifesavers. I was able to become smarter with my finances and set me up with investments into my future. I am so happy I started young investing in my life. Starting young has so many benefits not only is it cheaper to insure, but you will be less stressed later in life. Anyone considering speaking to a financial advisor, please reach out to Prometheus for any kind of assistance, just do it. It will be the greatest thing you can do!
Sherine K.
I have been working with Mary and Denny for the last couple of months and so far it has been a wonderful experience. As a team, they have helped me create a personalized financial plan according to my current financial status and my future goals. Education has been a large part of our meetings to make sure I make informed decisions, which I appreciate as a person who does not have a strong background in finance. Mary and Denny are professional yet a lot of fun to work with. I would recommend Prometheus to anyone who is looking for financial guidance.
