Building and preserving wealth at every life stage
The financial world is more confusing and complex than ever before. There’s never been more information available at our fingertips, but like most things in life, it’s about quality not quantity. With a full-service product offering, our team cuts through the noise and confusing jargon to create an investment plan tailored to our client's unique risk objectives and investment goals.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR PORTFOLIO MANAGER
As a Portfolio Manager, with a Chartered Investment Manager (CIM) designation, Cameron’s principal focus is providing discretionary portfolio management to preserve and create wealth for professionals, business owners, retirees, and their families. Born and raised in B.C., Cameron calls the Trout Lake area of East Vancouver home with his wife and three daughters. Cameron understands the importance of volunteering where you live and work. As a past committee member of the United Way of the Lower Mainland (2012 – 2020), Cameron helped fundraise and bring awareness to the United Way’s critical social programs during their Annual Fall Campaign. He has a passion for coaching his children’s sports teams and currently co-chairs the Vancouver Investment Softball League which promotes a supportive social network through sports for working professionals.
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Raymond James Ltd.
