In the spirit of the Titan Prometheus, we bring creativity, knowledge and ingenuity to everything we do.
We didn’t just settle on the name Prometheus because it sounds awesome. Well, it does, but it’s more than that. It actually comes from a story in Greek mythology!
When the world began, there were two factions of beings: the Gods and the Titans. These two groups were constantly fighting with each other. You know, world domination and all that.
One day, the Gods, on a whim, created humans. Unfortunately, they weren’t exactly nice to their creations and humans were left to live in darkness and ignorance. One Titan, Prometheus, saw how humans were living, and decided to help the humans by doing something unlike anything before...
Prometheus went to the top of Mount Olympus where the Gods lived, and he took fire from them. Prometheus then gifted this mystical fire of Olympus to the humans. This fire, a symbol of creativity, knowledge and ingenuity, helped usher humans into a golden age of prosperity.
At Prometheus Private Advisory group, those three values
are the pillars of what we do!
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.
How We Work
This first meeting is all about you
We always kick things off with a discovery meeting where our Vancouver financial planners dig deep and find out what makes you tick. We never judge. So, tell us about that $5 a day coffee habit or your expensive sneaker collection. We create a safe place and ask the right questions so that we can learn everything about your financial life. And, because all relationships are a two-way street, if you have questions, ask away.
This get-together is an opportunity for us to get to know one another. When we understand your priorities, goals and needs, we can create a plan and suggest products that are truly tailored to your needs. The best part? Well, aside from helping you crush your financial goals, is that we make the experience fun and relaxed.
Hey, hey, welcome back to Prometheus. When you come on in for your second meeting, we’ll have done a whole lot of homework based on our initial chat. We’ll sit down with you and show you the customized strategies that we recommend to achieve each of your goals.
We’ll explain how these strategies can take care of your priorities, and take care of your worries. Our team will also talk about ways you can avoid certain pitfalls, by building a timeline of your financial future. By the time you leave our office, you’ll be able to breathe easier knowing we have your back and you’ve taken important steps in securing your financial future.
Let’s get it done!
What good is a personalized financial plan if it just sits there? This is where we spring into action. Depending on your needs, we might also connect with your accountant, lawyer or banker. In certain situations, a team approach will ensure all pieces of your financial life are integrated.
We’ll help you monitor your progress and we’ll keep your plan current. Whether a bundle of joy comes along, you land a sweet new gig or you decide to retire, we’ll make the necessary adjustments. This way, you’re getting the insurance products and financial tools you need at any given stage in your life.
And, don’t worry, this won’t be the last time you see our smiling faces! Going forward, we’ll meet every year for service and maintenance of your financial plan.