We use a comprehensive planning approach. This brings together all facets of your financial situation. We focus on deep discovery to ensure our solutions are tailored specifically to our clients vision for the future.
Who We Serve
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
In the Media
Jim is the host of the national television series, "Money Matters with Jim Doyle" which airs on Joytv, Faithtv, and Visiontv. He has been quoted in the Financial Times, Financial Post, Vancouver Sun, and Business in Vancouver and has appeared on the City TV Morning Show and the Bill Good show, as well as been the host for a five-year run of his eponymous radio show which aired on CISL 650, BNN-Bloomberg 1410, and iHeartRadio.
What We Do
Business Succession Planning
Tax-Efficient Investment Planning
Estate & Legacy Planning
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The Do’s and Don’ts of Designating Beneficiaries
Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.