Home

Simplify.

After we establish a plan that supports your financial wants and needs, we simplify things for you so you’re able to focus on what’s important in life. We understand that our most important job is to ensure that what you have is well protected and what you want is at the forefront of what we do.

Customize.

We all have a different idea of what feeling confident means and we work hard to customize a wealth solution to ensure that it gives you what you need. For some, having a certain level of income may be what’s necessary, and for others, purchasing growth investments to build wealth is where it’s at.

Feel confident.

Ultimately, feeling confident about your investments gives you the freedom and peace of mind to live the life you had in mind. We understand that building and managing wealth is so much more than money, and we’ll work hard to help ensure that you have what you need to feel confident about life, too.

What clients say

Here’s a few things our clients had to say about us:

“I had no idea that investing could feel this good. Bonnie and her team helped us identify what life needs and goals were important for us and put a successful plan together that we felt good about. Today, we have what we need and we’re able to live our best life.”
CFO, Burlington, ON

“Bonnie has been an excellent advisor for us since 2002. We have dependable cash flow in retirement on our investments at a risk level we like. She always advises with tax planning in mind, she dealt wisely with an inheritance, and she helped us put in place good vehicles for future dispersion of our estate. Bonnie is at work in her Vancouver office each day by 7 am when the Toronto stock market opens. That’s how much she loves her work! And that’s another reason we appreciate and trust her."
Retired Executive, Vancouver, BC

“I can say that I never worry about the investments you handle for me, for I recognize the passion that you have in helping me and others. You have always been there for me, financially, and I feel good about what you do for me for so many years and how personal you make it. The personality touch is the key.”
Retired Manager, Mission, BC

"It’s so nice to feel we can splurge when we feel like it, even on little things like the 407 toll when the 401 is a mess. Or lots of dinners out. For years, we have always scrimped and saved. Now I feel easier about spending, and think of you."
Retired Writer, Georgetown, ON

“Dear Bonnie, I appreciate you a lot ! You were there early planting the seeds from that one Disney stock. You were there from opening up my first TFSA account when I was still a young student. You were there helping me secure my first home. -In Vancouver- That’s 28 years of my life. You're the coolest financial advisor hockey mom that I’ve ever known!”

Researcher, Vancouver, BC

What we do

Having a carefully crafted team of wealth professionals at our fingertips allows us to customize a solution that works for you. Here’s the services we offer:

• Comprehensive financial planning
• Customized wealth solutions
• Charitable giving & foundations
• Asset allocation strategies
• Estate planning
• Retirement planning & execution
• Insurance planning
• Intergenerational wealth transfer
• Tax planning and minimization strategies

Our Integrated Partners offer:

• Commercial banking
• Private banking
• Trust & Estate services
• Business succession
• Advisory service
• Wealth & tax strategies
• Ultra high net worth Wealth Advisory services