Our Services

You excel at what you do and as a professional you’re busy building your practice. As your practice grows you will need to be efficient with your time in order to maximize your earnings.

We understand that time is a limited resource and protecting it is a priority. In order to achieve your financial goals and create a strong financial foundation we can help you remove the frustration of dealing with all the details in your financial planning.

By working with your professional team such as accountants and lawyers, we can coordinate your tax, investments, insurance and legal affairs to maximize your financial growth.

Our tailored plans help you meet your goals whether that is to pay for your child’s education, support family including elderly parents, retire comfortably and set up the next generation for success.

Providing Clarity and Confidence in family and business wealth management.

How We Can Help

We provide a roadmap to help you focus on what is important in each season of your life. Through ongoing planning and counsel these financial areas are covered according to your needs:

Financial Planning

Tailored strategies to grow your wealth and identify potential challenges, all with your goals and objectives in mind.

Insurance Planning

Insurance strategies to mitigate risk and provide peace of mind for now and in future.

Investment Planning

Expert advice to ensure you investments are well positioned for medium and long term investment goals whilst balancing your risk tolerance.

Retirement Planning

Retirement planning to ensure you have the capability to achieve and maintain your desired lifestyle in your retirement years.

Estate Planning

Tailored estate plans that preserves peace and harmony in your family and honors your values and wishes.

What To Expect

Step 1
Meet Your Advisor
In this strategic discovery session we understand your values, concerns and priorities so that your financial goals are kept at the forefront of all conversations moving forward.
Step 1
Step 2
Formulate Your Strategy
A comprehensive analysis will provide you the financial improvements and opportunities to take advantage of plus the financial gaps to consider along with the solutions to address these gaps.
Step 2
Step 3
Consider Your Options
Now that you have a clear picture of your financial landscape, we come alongside you to put the solutions in action.
Step 3
Step 4
Gain An Ongoing Guide
To ensure that you’re on track to meet your goals at different seasons in your life we proactively connect to review, strategize and adjust so that you have peace-of-mind about your financial journey now and into the future.
Step 4

Over 30 years of experience!

For over 30 years, we have walked with clients in the different seasons of their life and their businesses, accumulating insights, wisdom, and best practices. We can relate to the different situations that come up for families, business owners, and professionals. Our commitment is to build trusted relationships with our clients and to guide them in the stewardship of their financial resources to achieve their financial goals.

Are innovators in the advanced use of insurance products in estate tax planning for their clients…
I am the partner of one of the top 21 accounting firms in British Columbia and we have been in business since 1991. I have known Kari for almost 2 decades and seen how she and her operations have evolved and grown both professionally and personally. It is my privilege to be associated with Kari and her team for all these years and my firm is indeed very proud to have her as one of our most valued clients.
Bernard Lo
Partner, Lam Lo Nishio Chartered Accountants