A friendly and thoughtful approach



Hours Of Operation

8:00am - 5:00pm


PH: (604)542-5888 ext1
FX: (604)531-2380


#404-1688 152nd Street
Surrey, B.C. V4A-4N2


Our Mission


To gain a deeper understanding of our clients' lives, their financial needs, and their short-term and long -term goals. With this in mind, we create customized solutions to manage and protect their wealth and that of generations to come. We focus on building solid long-lasting relationships with our clients based on the foundations of honesty, trust, integrity and transparency.


Trusted Advice


Your financial security is at the heart of all the investment advice we provide to you. We are committed to understanding the fast-paced investment world to help you find the best path forward in meeting your unique financial needs and goals. We understand that the advice and recommendations we make not onle have a profound effect on your life but also on the lives of your future generations.




After gaining a thorough understanding of who you are and your unique and dynamic financial goals, we will work with you to create a customized investment portfolio and strategy. We bring to the table a broad knowledge of the economy and financial markets. Our focus is on creating a portfolio that is built on stability, quality and transparency. We maintain a strategic approach to constructing your portfolio and position your investments so that your money is always working as hard as you are. We believe that it is both, growing with your wealth and preserving it that are the keys to your long-term success.