The Five W's

Who?

My clients come from at least one of three distinct groups:

• Affluent retirees seeking cash flow from their portfolio.
• High net worth individuals who wish to allocate a part of their family portfolio to a scientifically proven, tax and cost efficient investment strategy.
• Owners of corporations who wish to optimize the return on retained earnings within their company.

What?

We implement Investment Plans using tested strategies grounded in the efficient application of Modern Portfolio Theory.

Why?

Because

• Markets are efficient.
• Costs matter.
• Risk and return are related.
• A strategy is essential.
• Structure delivers performance.
• Proven science trumps marketing spin.
• Diversification works.
• Experience counts.
• You want to be sure.
• There is a better way.
• You are unique.
• You have better things to do.
• You want to be well advised.

When?

• For Individuals, when planning retirement and needing a regular cash flow from their portfolio of $500,000 or greater to fund their lifestyle.
• For Corporate Owners, when their retained earnings reach $500,000 or more and it is unlikely the cash will be needed for corporate operations in the near future.
• For High Net Worth Individuals, when they wish to allocate $1,000,000 or more to a scientifically diversified, tax efficient strategy using cost effective “F class” shares.

Where?

Our office is based in downtown Vancouver, BC. I provide security and insurance advice to clients domiciled in the province of British Columbia, Canada. In certain circumstances I can deal with clients temporarily residing outside of British Columbia.