Get To Know WealthSmart
We're an independent financial planning firm serving business owners, successful families, and anyone whose financial life has more moving parts than a single advisor can handle.
Our Mission
Our goal is to coordinate every area of your financial life, implement the plan, and make sure nothing falls through the cracks—so you can focus more on you.
How We Approach Your Financial World
We build strategies around your situation, not around what we're incentivized to sell.
No Hidden Agendas & Fees
Our compensation is based on assets under management. No commissions or add-ons.
Everything Under One Roof
Goals, risk, investment, retirement, tax, legacy—we cover and coordinate it all.
Coordinate With Your Full Team
We work alongside your other professionals to make sure everyone's on the same page.
Meet The WealthSmart Team
Our team includes CFP's, portfolio managers, and other associates—each bringing their own area of depth to your plan.
Serving Clients In Metro Vancouver & Across Canada
We're located in Richmond, BC and work with clients in Metro Vancouver and across the country.
Start With a Free Assessment
A relaxed, no-pressure conversation to understand where you are, what matters most, and whether your financial life is as coordinated as it should be.
Our conversations are always stress and pressure free — guaranteed!
