Financial planning & wealth management Helping investors on Vancouver Island and across Canada achieve their financial goals

Our three guiding principles:

  1. Simple is tough but best.
  2. Nobody can predict the future.
  3. Proactive beats reactive.

Vince's Blog

What we do and what we don’t

Odds are you’re here because a friend, family member, or colleague mentioned us. Or maybe your accountant or lawyer suggested you get in touch.

Why it’s necessary to review your plans

I think anything in a Financial Plan that looks more than two years into the future, except the part that confirms you won’t run out of money before you die, is meaningless. Let me explain.

Three important questions to ask any advisor

Have these questions ready for us every time we meet.

Insights & Articles

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
On March 24, 2026, Manitoba Minster of Finance, Adrien Sala, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
Life Events, Lifestyle & Technology
There are many fraud scams out there, it’s important to know what they are.
Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
Markets & Investing
5 Myths About Canadian Women and Wealth
Life Events, Lifestyle & Technology
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology
In today’s fast-paced digital world, fraud is becoming more common and sophisticated.
Life Events Lifestyle and Technology
Review our latest Market Perspectives.
Markets & Investing
By 2028, women will not only inherit significant wealth, but they will also help shape the direction of Canada’s future economy.
Life Events, Lifestyle & Technology
With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.
Carlos Slim Helu