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Financial Wellness.

With 75 years’ experience, our commitment is to align your aspirations with a full range of banking, wealth management and insurance solutions. Supported by expert advice and long-term planning. More

Rocks on a beach, Vancouver BC

Everyday Wealthy

It's timely advice with lasting value.
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Have a question? Ask an expert.

Our team of experienced professionals are here to answer any questions you may have, without any obligation. Email or call 604.982.8000.

David Lee, Financial Advisor

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Our signature branches

Experience our Financial Spa™ branches, where West Coast lifestyle meets financial boutique. Locations in Vancouver, Burnaby, North and West Vancouver, Whistler, Squamish and Pemberton.

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