Financial advisor in Burnaby
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.
Serving Metro Vancouver
Licensed in British Columbia
Advising since 2013
Fees explained upfront
What money looks like in Burnaby
A high share of owner-operated corporations, many paying themselves whatever the bookkeeper suggested rather than a planned salary and dividend mix.
Multi-generational households are common, which changes both the estate conversation and how education savings get funded.
Strata ownership dominates around Metrotown and Brentwood, so first purchases happen earlier here than in Vancouver proper.
Who do we most often work with in Burnaby?
What matters most here
Retained earnings, holding companies, and paying family properly.
Salary versus dividends, and the passive income threshold.
Passing on a business and a home together, fairly.
Local detail
Other places we advise
Your next chapter starts here
Talk to an advisor about your finances in Burnaby
A complimentary 15-minute assessment. No cost, no obligation, no pitch.
Complimentary 15-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”