STRATEGIC PRIVATE WEALTH
Updated 26 days ago
Royal Centre, 1800-1055 West Georgia St., PO Box 11118, Vancouver BC V6E 3P3
With over 120 years of combined experience, we at Strategic Private Wealth Counsel utilize our unique skillset to examine, evaluate, guide and maintain our client's personal and corporate financial well-being to achieve true wealth. Our passion for investment management, portfolio construction, alternative investments, tax planning, and High Net Worth Personal Financial Planning allows us to find unique strategies and opportunities for our clients. Our goal is to find financial solutions for client's unique situation and ultimately help them achieve their goals and reach financial freedom...
Building relationships with families by helping them achieve their goals is the foundation of what we do for our clients...
Whether it is the possible sale of the family business, transitioning wealth to the next generation, or addressing market uncertainty, we aspire to bring a calming, balanced perspective to the challenges our clients are facing amongst all complexities life can bring.