Services / Incorporated Professionals

Incorporated Professionals

Incorporated Professionals

Optimize what you are doing right
and implement what you are not doing yet

You’re an expert in what you do, whether you’re a lawyer who has your estate planning in place, an accountant who has optimized your tax planning or a real estate professional who has an impressive portfolio of properties. 

However you know there are other areas in financial planning such as investments, insurance and retirement planning where there are gaps of knowledge when filled can take your wealth management to the next level.

What factors influence planning for Incorporated Professionals?

Here are some factors that may influence the development of your planning:

Grow Your Wealth

Income Needs

Tax Levels

Retirement Desires

Risk Tolerance Levels

Potential Philanthropic Wishes

We’ll make a superstar team. My expertise and real-life experience working with accountants, lawyers and real estate professionals like you, not only complements what you are currently doing but helps you to excel and gives you the assurance that all the bases are covered expertly.

Felicia and her team are awesome! I can sleep peacefully at night knowing that our finances are in order and we have a solid retirement plan for our future.
Dat Wong, CPA
DW & Company

Get in
touch with us

No pressure. No sales pitch. No cost. No obligation. Just a friendly conversation with the goal of getting to know each other and to explore whether or not we are a fit to work together.

Suite 300 – 1275 West 6th Avenue
Vancouver, BC
V6H 1A6