Financial health is serious, But we can still have fun
Think finance is just another boring part of “adulting”? Think again.At Prometheus Private Advisory Group, we use innovative strategies to help you crush your financial goals.
Insurance. It’s not an exciting word. Or is it?
That’s right. Our Vancouver insurance advisory firm helps clients keep their hard-earned money away from the taxman and, instead, use it to achieve their financial and estate planning goals.
And, we make it fun.
We know, you’re probably rolling your eyes but that’s just because you haven’t met our team yet. We’re laidback and approachable. While we take your financial health seriously, we don’t take ourselves too seriously.
At Prometheus Private Advisory Group, our clients get excited about insurance because we’re specialists in bringing together insurance and tax-saving strategies.
Solutions for every client
We develop strategies to help you grow your wealth, protect what matters and create your legacy. We never judge. So, tell us about your $5 a day coffee habit or expensive sneaker collection.
When we know about your financial life, we can create the best possible plan.
Our Vancouver financial planners specialize in working with incorporated business owners in BC with an expert focus on healthcare professionals, including medical doctors and dentists.
Let us help you take it to the next level by combining investment, insurance, and tax planning.
You could say connecting charities and donors through our charitable planned giving program is kind of our thing. We have advisors with a special designation for philanthropy wealth planning, the MFA-P.
We’re all about using our knowledge and
insurance tools to make our beloved Vancouver – and the world – a better place.
Our mission is to change the perception of insurance
Being the insurance connoisseurs we are, we help you use insurance
as an investment vehicle. Our team has your back with personalized solutions and strategies that will have you living your best life.
- Want to spend your retirement lounging on a beach?
- Dream of passing on wealth to your kiddos?
- Interested in creating legacy capital to benefit charities?
It’s not just something you buy when you reach a certain age or a regular old cost of doing business.
Come hang out and learn something new at our events
What our clients say
Finances has always been something difficult to wrap my head around. Prometheus is able to break down the complex and explain it in simple terms that anyone can understand. They make financial planning accessible regardless of what your background knowledge is. They focus more on bringing education to people. Even though I am a small client, they make me feel valued :)
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.
Prometheus knows how to help its clients achieve their financial goals and provide solutions which are not so easy for the average person to find through typical channels. I personally am a client of the firm and have no hesitation in recommending my friends and family to this firm. In particular, Max Becker-Pos is my go-to advisor. Max regularly checks in with me to ensure my wife and I are strategizing effectively; which is extremely important during the pandemic. Thank you team Prometheus!
What I like about these guys is that they are genuine, No BS, honest, down-to-earth people. I was struggling financially during my last year of nursing school. Ben and Max worked hard to help me get the financial safety net which enabled me to graduate without having to worry about money. I continue to work with them even after I started working because I treasure the relationship we have built together. Because of them, I can actually plan and save for my future strategically. High recommended.
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.