EFFECTIVE. RELIABLE. HONEST
PLANNING FOR THE WINDING ROAD
ACHIEVING GOALS
Effective Planning
Since 2009 we have provided detailed retirement, tax and estate planning to Canadian families. We primarily work with professionals, business owners and high net-worth families to reduce income tax, build wealth and ensure legacies are protected. We differentiate ourselves with our strong analytical skills and our commitment to listening to what is truly important to clients.
Reliable Service
Our mission is to see our clients achieve the financial success they dream of. We offer pro-active support through regularly scheduled follow ups and ongoing internal reviews focused on whether our clients are on track or not. We are committed to being responsive and providing high quality client service.
Transparency
As a fee-based financial planning practice, our fees are negotiated directly with our clients. We report all of these fees on every statement and support disclosure of the total cost of ownership of any investments in your portfolio. We are committed to complete honesty with our clients about their costs, their plans and their best interests.
ABOUT US
We are a fee-based financial planning practice based in Vancouver, and with clients across Canada. Our focus is on developing comprehensive, written financial plans for professionals, business owners and families with concerns about the implications of inter-generational wealth transfer. What differentiates us from other advisory practices is our technical expertise, which allows us to do a high level of analysis of various and sometimes competing goals, and our explicit and transparent fee structure, which removes conflicts of interest inherent in most of the industry.
Our Principal, Kevin Girard, has degrees in Engineering and Mathematics and is a Certified Financial Planner. When he's not meetings clients or writing plans, Kevin prefers to spend his time with his wife and two daughters, Samantha, 2 and Isabelle, 4 months. When they're busy you can find him at the soccer pitch, at the movies, or looking for new lunch spots to introduce friends to.
TESTIMONIALS
CONTACT US
101-725 Skeena Street
Vancouver, BC
V5K 4P4