To us, investing is more than just money. You're investing – or protecting assets – for a reason. But perhaps your current plan doesn't align with your goals, or you're not sure what your investments are working towards.
Do you value a sophisticated, comprehensive approach to managing your financial well-being, and an unwavering commitment to your privacy?
Clients who come to us feel underserved in their financial affairs, are in a transitionary time in their life, or don't have a consolidated financial plan in place.
Our dedicated team is solely focused on you so that we can anticipate your needs and streamline all aspects of your financial goals – personal and business, short-term and long-term into one fully integrated solution so that no piece of the puzzle is overlooked.
You can expect to receive one-on-one contact with myself and Julie in our private office but behind the scenes there is a curated team and advanced technology to ensure you receive the most current and comprehensive guidance.
We are committed to partnering with you to design a sophisticated plan to protect and grow your wealth. Our focus is developing wealth and protection strategies, business succession planning and exit strategies, estate and legacy planning, tax efficiencies, philanthropic planning and impact investing. We also offer insurance solutions for protection, guaranteed income needs, and providing for beneficiaries.
We will partner with your trusted legal and accounting team. If you don’t have a team in place, we will introduce you to our network of trusted professionals and specialists.
Our measure of success is to help you have peace of mind and feel in control of your finances, confident that we intimately understand your wishes, and feel secure in your future.
Outside of work I enjoy spending time with my horses, volunteering on the Board of Directors with Opera Kelowna, enjoying the wonderful lifestyle that the Okanagan has to offer, and spending time with my family.
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
- Charitable Giving
My Personal Interests
- Horseback Riding
- Art & Theater
- Community Outreach
Phone NumberTheresa Coates at (250) 861-4971
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