Independent. Fiduciary. Performance-driven.
Looking for an Investment Advisor in Vancouver?
Work directly with a discretionary investment advisor focused on disciplined decision-making, risk control, and long-term compounding — not generic portfolio allocation.
For investors with $100,000 or more to invest.
18.15% CAGR Since June 30, 2017*
vs 14.14% S&P 500 (CAD)
Fee-only. No commissions.
No product pitches
Aligned with clients
Invest own capital in same securities
No preparation. No pressure.
*Return is shown in Canadian dollars, gross of WPM's 2% fee. Past performance doesn't guarantee future results. Investing involves risk, including the possibility of losing money. WPM was registered with the BCSC in March 2023, though the same portfolio manager, James McKnight, has managed the Growth Model Portfolio continuously since inception. Details on benchmark selection here. Details on performance calculations here.
Performance independently recalculated by DeVisser Gray LLP. Click here for their report.
Most Investors Don’t Lack Options. They Lack Clarity.
- Most investors don’t suffer from a lack of options — they suffer from a lack of clarity.Between passive strategies, conflicted advice, and market noise, it’s hard to separate what actually works from what simply sounds reasonable.
- We provide direct, high-conviction investment guidance for investors who want thoughtful decisions made with their capital, not a one-size-fits-all mix that prioritizes advisor comfort over client returns.
- Our approach has produced an 18.15% CAGR* since inception, built on deep research and active portfolio management.
*Return is shown in Canadian dollars, gross of WPM's 2% fee. Past performance doesn't guarantee future results. Investing involves risk, including the possibility of losing money. WPM was registered with the BCSC in March 2023, though the same portfolio manager, James McKnight, has managed the Growth Model Portfolio continuously since inception. Details on benchmark selection here. Details on performance calculations here.
No preparation. No pressure.
We Are Selective. So Are Our Clients.
Not every investor wants the same thing. That is fine. Our approach is for those who value direct access, clear thinking, and deliberate capital management over industry convention.
This Is For You If:
- You have $100k+ and want a more deliberate approach to managing it
- You value direct access and clear thinking over pre-packaged advice
- You’re ready to think differently about how capital should be managed
This Is Not For You If:
- You prefer passive index strategies or fully automated portfolios
- You’re looking for low-touch, standardized advice
No preparation. No pressure.
Work Directly With Your Investment Advisor.
After more than 25 years working for major firms, James McKnight founded his own independent investment advisory practice in Vancouver.
The reason was simple: he wanted to manage money without the conflicts, the committees, and the institutional priorities that he believes cost Canadian investors more than they realize.
If you book a strategy call, you will speak directly with James, the person who built this approach, manages the portfolios, and invests his own capital only in securities held for clients. No relationship manager, no call center, no committee.
No preparation. No pressure.
The Next Step Is Simple
Step 1: Strategic Conversation.
Understand Your Capital, Goals, And Current Positioning.
Step 2: Clear Direction.
A clear assessment of what's working, what isn't, and what should change.
Step 3: Active Oversight.
Active management with real oversight, not a portfolio left on autopilot.
No preparation. No pressure.
A Short Conversation Is Enough
If you’re serious about managing your capital more deliberately, the next step is a short conversation.
No obligation. Just clarity.
No preparation. No pressure.
Is Your Portfolio Being Well Managed?
A 5-Minute Scorecard for Affluent Investors
- Do you know your annualized return after all fees?
- Can you explain what you own and why?
- Do you know who is actually making the investment decisions?
Prefer email? Let’s talk.