An experienced team of Chartered Professional Accountants dedicated to handling all aspects of your financial well-being. You are an entrepreneur who needs business accounting expertise, as well as integrated and long term tax planning and business advice. You are someone who needs assistance with tax preparation, short and long term tax planning and guidance through life's stages of personal financial, and estate planning.
You are an individual or business with long term investable wealth who needs integrated expertise in portfolio management, financial and estate planning and financial accountability. You are someone who wishes to gain a broad business education in accounting, tax, financial or estate planning, prudent investment management and business strategy.
You are an individual or business with long term investable wealth who needs integrated expertise in portfolio management, financial and estate planning and financial accountability. You are someone who wishes to gain a broad business education in accounting, tax, financial or estate planning, prudent investment management and business strategy.
Services
For over 35 years, we have provided integrated financial services and advice to make businesses more successful. We are large enough to deliver this breadth and depth of advice, but small enough that you get direct access to senior advisors. We hope OUR passion for what we do will let you concentrate more effectively on YOUR passion.
From downtown Vancouver, take Georgia Street over the Lion's Gate Bridge. Keep to the left off the bridge onto Marine Drive, then turn right at Taylor Way. Proceed onto Highway #1 (westbound) and exit at the 21st Street exit in West Vancouver. At the traffic light at the bottom of the off ramp from the highway, continue straight on Skilift Rd, then taking the first right at the top of the hill.
We are pleased to announce a new initiative created for our entrepreneurial clients. In serving entrepreneurs for 38 years, we have seen the many problems and responsibilities they bear, often requiring skills or knowledge they don't have themselves, and often consuming much time. We have built a secure digital platform in Google Groups which is exclusive to our participating clients.
We perform traditional accountants' work in preparing annual financial statements and corporate tax returns in non-traditional fashion. We ensure that you have an annual tax strategy which encapsulates you, your family and your business. We also ensure to look out onto the longer term tax and financial horizon.
Our experience and professional qualifications as certified accountants, financial planners, estate planners and registered portfolio managers bring together a unique integrated package to secure your future. We actively, and proactively, practice in all of these areas every day. We asked them about the importance to their financial well-being derived from the various divisions within our financial services.
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