Luke Berard
Investment & Wealth Advisor
Protect what you've built. Grow what matters.
As your wealth partner, we provide integrated wealth and family office advisory for accomplished entrepreneurs and professionals. We safeguard what you've built while stewarding your wealth to achieve the outcomes and impact that matter most to you and your family.
Ready to get started?
We are proud to meet regularly with clients in Metro Vancouver, Vancouver Island, the Okanagan, and those with cross-border needs upon request. We invite you to schedule a customized meeting with our team by giving us a call or by using the form below.
A collective commitment to our clients
Each team member plays a distinct role, but we share one objective: your peace of mind. We're committed to building lasting relationships rooted in trust, transparency, and a deep understanding of your family's unique goals and values.
Whether your family's wealth spans generations or you're navigating newfound success, we're here to help you shape the future you've envisioned.
We prioritize everything that matters most to you – your family, your business, your legacy – through a dedicated family office approach.
What we do
We understand the interplay of family wealth and business. With your unique circumstances in mind, we bring clarity to your situation, foster harmony across your family and enterprise, and build the legacy that matters to you – through comprehensive financial planning, investment management, and integrated family office services.
How we do it
Family wealth transcends numbers – it’s about aligning values with strategic financial planning to preserve wealth, foster unity across generations and ensure a lasting legacy.
Our team of specialists brings decades of experience in estate planning, wealth transfer strategies, portfolio management, and family governance, offering a holistic approach to managing and preserving family wealth.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.