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
Vivian M.
I've been working with Phil for numerous years and have recently started working with Denny as well. The two together really painted an extremely thorough, clear and concise picture of my financial health. They walked me through every single step of my current financial situation in a professional, yet lighthearted way which made an often daunting experience very inviting and put my financial fears at ease. Their expert knowledge, attention to detail, and always client first mentality is hard to find elsewhere. Would highly recommend these two!
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.
Eddie S.
Phil and Denny have always been available to spend hours with me walking me through my financials, and making it simple for me to understand. As a corporate business owner, knowing my numbers and having clarity on my financial strategy is invaluable.
Sarah A.
Review #100 🤩 My experience with Ken and Erin has been very educational. What I had anticipated to be a very anxiety ridden process was much easier with a knowledgeable hand to hold throughout. When my situation was changing suddenly, they took the time to step back and readjust my plan to suit me better for now and for my future. I feel confident that I am now set up to remain financially secure after putting so much effort into getting myself to this point. Grateful to have this little peace of mind in a crazy world! Couldn’t have done it alone 🙏🏻
Chris C.
Ken is a well-educated strategist within the field of finances. It is clear from our communications that he has his client's best interests in mind. Ken strives to maintain a good line of contact with me, of which I very much appreciate as it allows me to focus on my work and other matters while having the ease of mind that the money I earn is working for me efficiently.
Ben B.
I have peace of mind for my finances now that I contacted Prometheus. The team who is working with me is Mary and Gwen who are extremely professional and very talented at what they do. During this pandemic I thought it would be hard to do everything online, but Mary and Gwen made it very easy and clear. Thank you so much.
