Financial Planning & Advisor Services

We take great pride in helping our clients with all aspects of their wealth needs including investment management, insurance, and tax planning so that they can sleep well at night. The first step in the financial planning process is understanding your current situation. We then identify your goals and objectives and then create a plan of action. After the plan is implemented, we review it on a regular basis and update as needed. Our goal is to ensure you are always on track to accomplishing the things in life that matter most to you. Stocks, bonds and mutual funds are offered through Manulife Securities incorporated.
The firm has a national client base that includes Toronto pension plans and foundations. With $1.3 billion under management, Deans Knight serves a few pension funds and foundations. But its focus is what Wealth Management Surrey Deans calls ultra-high net worth individuals and families, some of whose wealth is in the billions. The firm has clients in Calgary, Montreal and Toronto, but also throughout the U.S. and Europe.

It now manages some $43 billion for institutional and individual investors, under a “multi-boutique” model, with stand-alone investment affiliates backed by centralized distribution and business management. Trusted advisors and specialists combined with industry-leading portfolio management and planning software. But it’s hard to beat expertise based on experience and acumen. In partnership with SHOOK Research, we present a first-ever list of the country’s most effective financial advisors. We have conversations with you to develop a deep understanding of you, your family and your financial objectives in relation to your particular timelines, risk tolerance and other considerations. Our team will always be there for you – ensuring you have control of your financial lives.
“In the past, I had never given my financial portfolio much thought. Anthony taught me the importance of having a balanced financial portfolio and made me more aware of areas of my life that needed attention. He explained the philosophy in a way that was not too pushy or aggressive, but more informative. The two concepts of the Ciccone/McKay philosophy that influenced me the most were the areas of risk management and investment strategies.

Prior to the private banking field, she worked in the TD retail banking network as a financial service representative and as a manager of customer service. She holds a Bachelor of Arts degree with a Communications Major from Simon Fraser University. You are now registered to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services from . TD Wealth is one of Canada’s premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs. Even the most savvy investors could benefit from understanding their individual wealth personality.
Steven Chen is an entrepreneur-turned investor focused on quality companies from business perspectives to deliver sustainable, long-term alpha. He possesses a well-rounded background in finance, management, technology, strategy, marketing/sales, and product/operations and has founded/co-founded several businesses in the past. Contact an IG advisor to discuss your financial goals and help create your comprehensive financial plan.
I’m proud of the Longview team, and honoured to call many clients friends. From a clients-first philosophy and full-service expertise, to 30 years of proven investment methodologies known as the Longview Process™, we share the same passion for time. Availability of products and services may vary by jurisdiction. “Pacific Spirit Investment Management richly deserves its Five Star Wealth Manager designation. A highly ethical and capable firm, they are a pleasure to deal with. John Clark and his team are excellent communicators and instill confidence with their high level of knowledge about current and future financial conditions.

After all, they are investing time, money and energy into working with us, and we want to make sure they are getting maximum value out of our relationship. Throughout our time together, we are devoted to helping our clients get closer to where they want to be. Along the way, we take great pride in building long-term relationships that are based on trust. “Eleven years ago, when I was looking for a financial advisor to take care of my estate planning and family trust needs, my attorney recommended that I talk with Anthony Ciccone. Since then, I have developed a personal relationship with Anthony, one where I trust him to take care of my family’s most important business and financial needs and some of my most private information.
We can also help our clients define their goals which become increasingly important during uncertain times. Your Portfolio Manager selects from a range of suitable investments, from traditional choices to alternative opportunities, to execute your personal strategy. Your Portfolio Manager stays informed on investments in your portfolio, developments in domestic and world markets, as well as your personal circumstances. With this information, your Portfolio Manager can act quickly to adjust your portfolio to manage risk or capitalize on new investment opportunities.

Long before I founded a wealth management company, I knew the name would be ‘Vitality’ because of how well it applies to my life and work. They taught me the true meaning of the word by demonstrating the power of continuance through legacy, a growth mindset and the richness of an active life. Vitality speaks to my personal values and encompasses my clients’ holistic financial growth. For Montalbano, 46, the biggest risk facing the local industry is a dearth of managers who can meet clients’ increasingly sophisticated needs.
Our integrated, comprehensive and detailed approach enables us to provide you with personalized guidance so that each decision works in harmony with your unique and specific goals. We take the time to get to know you and understand your complete financial situation. We do not sell financial products nor do we receive commissions or trailer fees. We consider ourselves fortunate to be able to work with many great individuals, their families, and their businesses on their wealth management plans.
Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources. We have a deep discovery process that embraces behavioural finance with one goal – help our clients discover and achieve what truly matters to them. Wealth management company with offices in downtown Vancouver and Whistler.

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