Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of:

– Individuals & Families
– Corporations


We believe in our 6-steps financial planning process. Our planning services are the commencement of long-term relationship with our client. Let us help you to identify and achieve your goals.


Wealth Management.
Managing assets effectively is fundamental to securing your financial future and growing your wealth. As financial advisors, we utilize a disciplined and consistent approach, based on decades of academically sound and tested research.

Manulife Wealth Inc.
Balanced Financial Services 

Insurance products and services are offered through Balanced Financial Services. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds.

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

#204 – 2309 West 41st Avenue
Vancouver, BC, V6M 2A3
Phone: 604.261.8511
Fax: 604.261.1411

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