With over 25 years experience, my objective is to provide sound financial planning advice, reviewed and updated regularly, so my members will have the resources to realize their aspirations and stay on track. Building long-term relationships is the best way to help my members to explore the financial planning options that are best at each stage of life. Whatever their short or long term financial goals – buying a home, paying for education, reaching retirement goals or leaving a legacy – I will work with my members to help them get there. I want to ensure that they have the financial resources to stay on track and meet their goals.
Province Licensed In: British Columbia
Charles-Étienne Dagenais
My role is to support you holistically in the management of your wealth and your investment portfolio. Whether it concerns strategies regarding the management of your investments, the planning of your life objectives or the management of the risks embedded in your situation, I am present on a daily basis and at each stage of your life to support you and your family. The Guy Côté team was recently recognized as one of the best wealth management teams in the country in the Globe and Mail Shook Research Report on Canada’s Top Wealth Advisors.
Mitch Halickman
Andrew Kirsop
Cooperative based financial planning to put the client first.
Lynn Williams
At The Lifestyle Protector, our main aim is to be a safe-haven and guiding light to help you explore options and make positive progress towards your most cherished aims and aspirations.
There is immense value in comprehensive financial planning and good financial decision making. Independent research confirms higher levels of wealth, comfort and confidence is achieved by those who use professional advisors on an ongoing basis.
I’ve had a successful chartered accountancy career and an award-winning business career. I now own The Lifestyle Protector, a financial planning and wealth management firm headquartered in Vancouver, B.C. started by my father several decades ago.
With us, you receive both personalized, professional financial advice and access to quality wealth management solutions from some of Canada’s largest and most prestigious investment companies. We aim to provide you with market-leading financial advice, product knowledge and wealth management solutions so you make progress.
Angela Wittmann
Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
Peter MacIntosh
MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Duncan Brownlee
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.