Financial advisor in 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.
Serving Metro Vancouver
Licensed in British Columbia
Advising since 2013
Fees explained upfront
What money looks like in Vancouver
Mortgage payments take a larger share of household income here than almost anywhere in Canada, so cash flow and protection get planned before investing.
A lot of income is self-employed or contract, across tech, film, design and trades, which means no payroll deductions and no group benefits unless you arrange them.
Households often hold most of their net worth in one property, which is a concentration problem people rarely name until we draw it out.
Who do we most often work with in Vancouver?
What matters most here
Higher incomes, higher marginal rates, and more to gain from planning ahead.
Cash flow that looks fine but leaves nothing at the end of the month.
Large mortgages mean a family's exposure is larger than they think.
Local detail
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Talk to an advisor about your finances in Vancouver
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“Ken and his team are knowledgeable, responsive, and easy to partner with.”