Book Your Financial Consultation Today

Get Expert Advice and Plan Your Financial Future with Confidence.

Call 604-643-0101 or use the form below to book a meeting.

Book a financial consultation with James Barrie and Stefan Linden

James Barrie and Stefan Linden

Book Your FREE Consultation

James Barrie, Investment Advisor
Stefan Linden, Senior Investment Advisor

No Fee, No Obligation Consultation

Secure Your Financial Future

We're dedicated to providing expert advice and guidance to help you make informed decisions about your money. Whether you're an individual, a business owner, or a retiree, our financial advisors can help you reach your financial goals.

The Private Wealth Team can help with:

Financial Management

Our financial management services cover everything from budgeting and debt management to investment planning and risk management. We'll work with you to develop a personalized financial plan that takes into account your unique circumstances and goals.

Tax and Retirement Planning

Our financial management services cover everything from budgeting and debt management to investment planning and risk management. We'll work with you to develop a personalized financial plan that takes into account your unique circumstances and goals.

Estate Planning

We will help you protect your assets and ensure that your wealth is passed on to your loved ones in the way that you intend. Whether you're looking to create a will, set up a trust, or plan for long-term care, we can help you make informed decisions about your estate.

Corporate Advisory Services

 Make informed decisions about your business finances, from budgeting and cash flow management to investment planning and risk management. We'll work with you to understand your business needs and develop a plan that helps you reach your financial goals.

Are you thinking of buying a house? Do you want to live comfortably during retirement? Do you want to maximize your contributions to a loved one’s Registered Education Savings Plan? Whatever your goals, our Private Wealth Team can help you plan for your future . Book your FREE phone consultation and take your first step towards securing your financial future.

Please note: By submitting your contact details you agree to be contacted by our team. You may be added to our email distribution list for future updates using a third party email software. Your information is kept confidential and is never sold/distributed. Disclaimer.