Providing the clarity, stability and confidence so you can.
Clarity
A goal without a plan is just a wish. So, we partner with you to define your financial vision, build a goals-based financial plan, and create a personalized road map to help you accomplish your goals.
Stability
We provide world-class investment management by delivering objective advice and by employing tax-wise strategies to help grow and preserve your wealth.
Confidence
We operate a consistent and proven process, deliver a personalized, high-value experience, and demonstrate client trust through a high referral rate from satisfied clients.
Experience the Eydt difference
“They deliver an experience we unknowingly craved,” says Judy Fullerton. See how the solutions we present to our clients are tailor-made for your unique situation to serve your specific goals.
full-service wealth management firm in Canada
largest wealth management firm in the world
of Eydt Wealth Partners clients are from referrals
our approach
It’s not about money, it’s about people
Our goal is to give you the confidence you need to be able to spend without fear of outliving your money. And it’s only by truly getting to know our clients that we can make the kinds of customized wealth recommendations that provide it.
We believe you should enjoy your money
And we provide you the clarity, stability, and confidence so you can. To do so, we partner with you to define your financial vision, build a goals-based financial plan, and create a personalized road map to help you accomplish those goals.
We provide families with planning harmony
Your dreams often differ from your family’s, but accomplishing one set of dreams shouldn’t mean sacrificing the other. Instead of “either-or,” we take a “both-and” approach to your goals, ensuring you and your family can obtain them harmoniously, through proper financial planning.
The team provides a tailored experience that is perfectly customized to my specific needs. It’s the difference between getting a suit off the rack versus a custom-made, bespoke suit that fits just right.
– Sam Thiara, professor
We deliver an experience you unknowingly crave
We’re motivated by a daily pursuit of mastery, and providing effective communication with extraordinary experiences is a cornerstone of our practice. The work we do with our clients around life goals and the genuine relationships we build with them are uncommon, but we promise you’ll find the process rewarding.
We focus on your needs so you can focus on your dreams
We work with a select group of motivated clients who – like us – are open, willing, committed, passionate, and respectful people. And with our streamlined management process that allows for efficient use of resources, we’re able to give you more of our time and be more creative with our custom recommendations.
It’s helpful for my wife and I to know that we have a place where we can intentionally meet and discuss everything in confidence. We get so busy in our day-to-day lives that we don’t spend the time to plan.
– Ken and Kori Tarry, mergers and acquisitions specialist and teacher
Our team
Work hard, play hard
At Eydt Wealth Partners, our team is a family. We’re tight-knit, supportive, and enjoy working alongside each other to deliver exceptional client experiences. We genuinely care and are interested in every team member and every client, and work hard at our jobs so that we can play hard outside of them.
Brian Eydt
Eric Hung
Erin Dodds
Aaron Klatt
James Eydt
Elaine Timbol
Aira Gelacio
Christine Yu
Neighbours of Edgemont
Working and living in Edgemont Village in North Vancouver is an important part of who we are, and our leaders have been fortunate enough to be celebrated for the work they do in our community in the local news.
Eric Discovers it All in Our Community
Brian’s Plans Come Together
Your wealth quarterback
Synchronizing the game plan of your wealth
As our clients’ “wealth quarterback,” we collaborate with our extended team of RBC Dominion Securities experts, each specialists in their field, to deliver a fully comprehensive wealth management service. We coordinate, plan, and execute your financial vision in all areas of wealth management, from estate and legacy to banking and lending, and beyond.
Estate & legacy
World class investment management
Insurance
Tax
Cash flow planning
Banking & lending
You changed our perspective on life! You quarterbacked our entire wealth plan and accomplished more in the first few months than our previous advisor and accountant did in over 10 years.
– Bruce Waldie, business owner
A team of specialists outperforms a generalist
Just as a decathlete who takes part in 10 sporting events can’t compete with an athlete who specializes in a single event, we firmly believe that a team of financial specialists will always outperform a generalist. That’s why we partner with the experts in every field to deliver top-tier financial services to our clients – day in, day out.
Darren Bank
Melissa Nagelbach
Arne Perrin
Cheryl Johnson-Engmann
Sam Goheen
Jesse Martyn, BFA
Phylicia Rye
Farnaz Boroumandi
The Eydt team has truly acted as the wealth quarterback of our financial lives, teaming up with numerous high-performing professionals to help us achieve our goals.
– Jennifer and James Jacobs, non-profit program coordinator and business owner
our clients
Setting goals, accomplishing dreams, and making memories
As we work as our clients’ close partners and help them plan for the future, we also revel in their success – however they define it. Here are a few of their stories.
Karim & KarimÉ
Reaching the peak
As new empty nesters, Karim and Karimé finally had the time to check their dream travel destinations off of their bucket-list. But first, they made sure to partner with our team to ensure they had the financial stability to accomplish their goals. With newfound peace of mind they visited India, Vietnam, and the Galápagos Islands, and culminated their globetrotting trip by climbing to the peak of Huayna Picchu in Peru. Not only did the peak provide them with a beautiful view of the incredible citadel of Machu Picchu, but it also offered them a new perspective on all that they had accomplished.
Gord & Helen
Making Italy dreams a reality
Gord and Helen always had a dream of exploring Italy, but there was one small hurdle: Helen doesn’t fly. As part of our Vision planning, they declared it as a goal and we helped set the planning in motion, ensuring they had the clarity, stability, and confidence to achieve it. After months of preparation, they embarked on their incredible three-month journey with lovely experiences on boats, trains, and buses, making their Italian dreams a reality. Although they had envisioned the trip as a once in a lifetime experience, they enjoyed it so much that they’re thinking about doing it again.
Claire Booth
Semi-retired, fully living
As the owner of a market research company, Claire relies heavily on quantitative and qualitative data when it comes to making decisions. Her decision to pair with us was based not only on the quantitative results of our one-page financial plan, but the qualitative confidence it provided her to live a meaningful and fulfilled life. Taking that to heart, Claire took time away from her business to write a book, and is currently sailing the world with her partner for the next several years while living the semi-retired life she’s always dreamed of.
You really experience true peace of mind and feel like you’re on a team that you believe in and can trust.
– Brian Pollitt, retired firefighter captain
Updates
“You should never test the depth of the river with both feet.” – Warren Buffet
Our previous advisor just led with the investments he wanted to sell. You listened to our goals and created a plan showing how our investments would fund our goals over time.
– Karim Mitha, business owner