Where we advise
We're based in Vancouver and licensed in British Columbia and Ontario. All meetings happen by phone. The local picture matters, so each city page says what we actually see there.
British Columbia
Vancouver
Metro Vancouver
Vancouver is where we're based, and where most of our clients are. High property prices and high incomes sit side by side here, which makes planning less about earning more and more about what survives tax.
Financial advice in Vancouver
Burnaby
Metro Vancouver
Burnaby is where a lot of our business owner clients are. Small commercial and light industrial operations, family-run and often incorporated a few years ago without much planning around it.
Financial advice in Burnaby
Richmond
Metro Vancouver
In Richmond the conversations often involve more than one country. Family money, property or income sitting outside Canada changes what needs reporting and what should be held where.
Financial advice in Richmond
Surrey
Fraser Valley
Surrey households tend to be younger, with children at home and a detached mortgage rather than a strata one. The work is usually about order: what to pay down, what to protect, what to start.
Financial advice in Surrey
Ontario
Toronto
Greater Toronto Area
We're licensed in Ontario and work with Toronto clients by phone. Most came to us through referral, and most are professionals or incorporated consultants.
Financial advice in Toronto
Mississauga
Peel Region
Mississauga clients are usually a household planning around two careers, a mortgage and children, often with a small corporation on one side of the family.
Financial advice in Mississauga
Ottawa
National Capital Region
Ottawa brings more pension questions than anywhere else we work. A guaranteed pension changes almost every other decision, and most people have never had it explained in full.
Financial advice in Ottawa
Somewhere else in BC or Ontario?
We work with clients across both provinces by phone. If your city isn't listed, it doesn't mean we can't help. Get in touch.
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“Ken and his team are knowledgeable, responsive, and easy to partner with.”