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WHY WORK WITH US? 

At the Van Alphen Advisory Team, you receive more than just investment advice. We are dedicated to helping Canadians grow their net worth and alleviate the financial stress that has become increasingly challenging in today’s world. Whether it’s purchasing property, managing an estate, optimizing tax savings, or simply providing a listening ear, we are here to support our clients whenever they need us. 

The Van Alphen Advisory Team is here to address your financial questions, including:

• How much can I spend per month in retirement?
• How many trips can we take?
• Can assist our children in purchasing a home?
• What strategies can we use to reduce our taxes?
• What will my estate be worth, and how can we minimize estate taxes?
• What kind of retirement home will we be able to afford in the future?

WHAT WILL WE DO FOR YOU?

The Van Alphen Advisory Team operates on these core values:

• Putting clients’ interests first: We prioritize your needs when offering advice and solutions. If it’s best for you, it’s best for us.
• Maximizing value for your fees: We ensure you receive the greatest possible value for the fees you pay. As your first point of contact for all financial decisions, we are committed to resolving any issues quickly and efficiently.
• Reducing investment costs: We leverage every available option to lower your investment costs while maintaining access to the full range of investment solutions in Canada.
• Being a trusted partner: We strive to be your reliable partner in all financial decisions, offering guidance and support every step of the way.

Click on the 'Contact Us' button in the menu above to book an FREE CONSULTATION today!

**Our consultation is completely free but our household minimum is $250,000**