Services
Vancouver-Based Portfolio Managers with a Verified Track Record.
Your wealth. Our full attention.
Disciplined investing. Clear decisions. Direct access to your Portfolio Manager.
Portfolios from $100,000 · Fee-only · Fiduciary
We handle the investing.
Portfolio management
Your life’s work deserves ours.
Research and monitoring
Buying is just the beginning.
Direct access
Your money is personal. So is the relationship.
Fewer businesses. Better reasons.
Conviction, with discipline.
Your capital, behind our strongest ideas. A focused portfolio of exceptional large-cap U.S. companies.
Our portfolios
Different priorities. The same care.
Growth
A select group of leading U.S. businesses, chosen for long-term growth.
ETF Growth
Exchange-traded funds for long-term growth, with a rules-based gold reserve that buys after sharp market falls.
Dividend Aristocrats
Canadian equities with a history of dividend and share-price growth.
Income
Government bonds and certificates of deposit for income and stability.
The right portfolio begins with your circumstances.
Clear terms. Aligned interests.
Know what you pay, who makes the decisions, and where your assets are held.
One management fee.
Based on portfolio value. Billed monthly. No commissions. No hidden fees.
Our capital alongside yours.
We invest in the same securities. Client trades take priority.
Your interests first.
We act as your fiduciary.
Independent custody.
Your assets stay in your name with Aviso Wealth or Interactive Brokers.
Your wealth deserves better. Let’s talk.
Think in decades. Start with 15 minutes.
Prefer to reach us directly?
604-339-5673info@
Vancouver, BC · In-person meetings by appointment
Prefer to write? Send us a message