A future built around your goals. Powered by our expertise.
Our Philosophy:
We believe wealth is more than a numbers on a statement. It’s the freedom to pursue passions, the confidence to weather markets, and the opportunity to uplift future generations. By aligning your financial plan with what matters most, we build resilience without sacrificing growth. This is a partnership rooted in:
• Empathy: understanding what truly drives you
• Clarity: explaining complex ideas in plain language
• Integrity: delivering honest guidance at every turn
Professionals at your service
From the Internet bubble, through the 2008 financial crisis and the Covid-19 pandemic, our team has helped hundreds of families protect their wealth during tough times while achieving impressive growth over the long term.
Our Approach
Delivering results through the stages of your life, powered by a disciplined and proven investment process.
What we do
We emphasize your unique goals and we develop a comprehensive, tailored plan to help you reach them. On an ongoing basis, annual reviews allow us to stay in touch with the changes in your life and to identify what additional planning services you may need. Annual reviews also provide an opportunity to understand the growth rate of your portfolio and how that fits with your long-term goals. Our portfolio management is designed with the intention to deliver a rate of return that is well ahead of the rate of inflation over the long term, so that your 'real wealth' keeps growing.
How we do it
As the world changes at an ever-increasing rate, we believe that the largest investment gains are generated by the companies leading the way in the sectors that grow the most. Our job, as portfolio managers, is to identify who those winners will be and to own the shares of these companies directly in your portfolio. To learn more about how these themes are built into our portfolios, what the benefits of direct ownership are, and how we stay in touch with you, please read on.
Professional Portfolio Management
Investment Themes
- Rigorous quarterly process to identify risks and opportunities in the macroeconomic outlook.
- Investment Themes – three to five unstoppable global trends that will drive the economy forward, such as AI, ageing of the population, electrification.
- Winners – identify the strongest, most well-managed companies for each theme.
Direct Ownership of Stocks and Bonds
- Three to five year expected hold period for capturing the best returns
- Know what you own – this makes it easier to be patient during difficult markets
- Careful investment discipline for risk control
- Diversification through all asset classes – including private equity and direct lending
Communication with the Portfolio Manager
- Quarterly update to summarize our forward-looking outlook and how the portfolio matches this outlook.
- Comprehensive annual review – to stay in touch with you.
- Online viewing – full function.
Client Testimonials
“Please also know how much I appreciate all that you do for my family. You are one in a million Neil, and I am lucky to know you.”
- C.L., North Vancouver
“I have been thinking about our meeting, and all the time you took to calm my fears. I'm just like everyone else after all. I want to thank you for all the hard work you and your team have put in to retain as much value in the portfolio as you could.
The markets seem to be doing much better, and the jump in the value of my portfolio increased by over $5000 in 1 day by your diligence and knowledge. Thank you from the bottom of my heart.”
- JM, West Vancouver
“Neil has delivered excellent returns for our Trust funds. He has provided a strong investment strategy, timely advice and gives clear, professional quarterly updates.”
- Chief Financial Officer of a large Indigenous trust
“Neil and his team are in a class of their own. Excellent research, care of detail and good decision-making by Neil has kept my portfolio growing. In the last 12 months I have seen a 14.1% increase in value with 50% of the portfolio in equities!
Neil shows that he really cares about his clients and I have no hesitation in recommending him as the person to handle your investments.”
- D.B, Vancouver
"We wanted to just send you a little note to thank you for all your help and the work you have done for in the past years with all our investments. Thank you, today, for all your patience with our questions. Congratulations on your milestone anniversary. Wishing you another great 20 years of splendid investment advice!"
- SG and NG, Steveston, BC
Why Partner with Us
Choosing an advisor is a deeply personal decision. When you work with us, you gain:
• A boutique experience backed by industry-leading resources to manage your wealth
• Proactive communication - updates when they matter most
• Transparent reporting that keeps you informed and not overwhelmed
• A team dedicated to craftsmanship in every strategy
We’re proud to serve entrepreneurs, executives, families, and individuals who view wealth as a responsibility and an opportunity.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.