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What We Do

Business Solutions

As a financial thought leader in Vancouver, one of our specialties is working with incorporated professionals and businesses, particularly incorporated healthcare professionals like physiotherapists, medical doctors and dentists. Because of our depth of experience in the healthcare industry, we have the expertise to navigate the unique challenges you face.

If you’ve already incorporated, we have to give you a pat on the back, you tax savvy pro. You’ve taken a key first step when it comes to your finances and reducing your tax burden.

As your accountant probably told you, a qualified small business in BC only pays 11% tax on their first $500,000 of net income.

Our question to you is:
Is the money really yours yet?

Have you ever wondered what happens to all that money you have saved in your corporation from taxes? Are they working for you? Can you use them freely? Are there any tax implications if you invest them?

We Help

We help small business owners and incorporated professionals take things to the next level and tap into their corporate wealth by combining insurance with tax-savings strategies to ‘unlock’ your corporate money so you and your family will be able to put it to good use.

We Work

We know we are good at what we do, but we also know we do not have the answer to everything. That’s why we work alongside other professionals, such as lawyers and accountants, to help create a well-integrated plan that allows you to keep more of your hard-earned money away from the taxman. Let us do the work for you, so you’ll have more time doing what you love.

Looking for something else? See our other solutions.

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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.

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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

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Let’s Talk

Start transforming your finances today!
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