Privacy Policy | The Complete Wealth Management System

How We Help

About Us

We serve individuals, families and businesses in the Vancouver area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Financial Planning
Financial Planning
Retirement Planning
Retirement Planning
Estate Planning
Estate Planning
Tax Planning
Tax Planning
Portfolio Analysis
Portfolio Analysis
Insurance Analysis
Insurance Analysis

Contact

Free Consultation

Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Sherman Friesen.