You've spent a lifetime building wealth. Let's make sure it works as hard as you did.

We help BC families, Business Owners, and individuals turn accumulated wealth into a retirement that's secure, tax-efficient, and built to last — with protection in place for everything in between.

Proud partner of Harness Investment Management

Older man in glasses sitting with laptop on coffee table, smiling while working.

By the Numbers

Questioning the future? You're not alone. We can help.

HOOPP 2025

Of Canadians don't think they'll ever be able to retire

0%

0%

Of Canadians don't think they'll ever be able to retire

0%

0%

BMO 2026

What Canadians now believe they need to retire comfortably

$0.0M

$0.0M

What Canadians now believe they need to retire comfortably

0M

0M

BMO 2026

Of Canadians working with an advisor say it helps them meet their financial goals

0%

0%

Of Canadians working with an advisor say it helps them meet their financial goals

0%

0%

State Street / Statistics Canada 2025

More likely to feel prepared for retirement when working with a financial advisor

0x

0x

More likely to feel prepared for retirement when working with a financial advisor

0x

0x

Let us help you answer the important questions

Whether you are just starting your career, are a young professional with a family, a successful business owner, or nearing retirement we will help you lead a richer, more confident life through individualized planning, practical investing, and unbiased advice.

?Will my savings actually last

Investments are so much more than opening a TFSA at your bank. We help you build a personalized investment strategy that takes into account your goals, timeline, and risk tolerance

?When should I take CPP and OAS

The timing of these two decisions alone can mean tens of thousands of dollars over your lifetime. We'll run the numbers for your specific situation so you don't leave money on the table

?How can I reduce taxes in retirement

The right withdrawal strategy — pulling from the right accounts in the right order — can keep significantly more money in your pocket every year and minimize taxes in your estate

?What's best way transfer wealth

Without a plan, a surprising amount of what you've built can be lost to taxes and fees before it ever reaches your family. We help you structure your estate so more of your wealth goes where you actually want it to go

We grow your wealth with a personalized strategy.

Whether you are just starting your career, are a young professional with a family, a successful business owner, or nearing retirement we will help you lead a richer, more confident life through individualized planning, practical investing, and unbiased advice.

?Will my savings actually last

Investments are so much more than opening a TFSA at your bank. We help you build a personalized investment strategy that takes into account your goals, timeline, and risk tolerance

?When should I take CPP and OAS

The timing of these two decisions alone can mean tens of thousands of dollars over your lifetime. We'll run the numbers for your specific situation so you don't leave money on the table

?How can I reduce taxes in retirement

The right withdrawal strategy — pulling from the right accounts in the right order — can keep significantly more money in your pocket every year and minimize taxes in your estate

?What's best way transfer wealth

Without a plan, a surprising amount of what you've built can be lost to taxes and fees before it ever reaches your family. We help you structure your estate so more of your wealth goes where you actually want it to go

We grow your wealth with a personalized strategy.

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Why BFG?

Independent by Design

Family-First Legacy Planning

Corporate & Estate Transition Specialists

Freedom to recommend what truly fits

We're not tied to a bank, an insurance company, or a product shelf. That means when we make a recommendation, it's because it's right for you not because we have a quota to hit or a margin to protect. We have access to the full market and the freedom to use it.

Service Image
Service Image
Service Image

Why BFG?

Independent by Design

Family-First Legacy Planning

Corporate & Estate Transition Specialists

Freedom to recommend what truly fits

We're not tied to a bank, an insurance company, or a product shelf. That means when we make a recommendation, it's because it's right for you not because we have a quota to hit or a margin to protect. We have access to the full market and the freedom to use it.

Service Image
Service Image
Service Image

Independent by Design

Family-First Legacy Planning

Corporate & Estate Transition Specialists

Freedom to recommend what truly fits

We're not tied to a bank, an insurance company, or a product shelf. That means when we make a recommendation, it's because it's right for you not because we have a quota to hit or a margin to protect. We have access to the full market and the freedom to use it.

Our Process

Initial Consultation

Let us get to know you. Book a free consultation with one of our advisors to find out if our services are right for you.

Customized Financial Plan

We will create an individualized financial strategy that accomplishes your goals and objectives.

Retire Comfortably

With a sound financial plan in place, you can head into retirement with confidence.

Book a Free Consultation

We would love to get to know you and hear about your financial situation. Book a free, no-obligation consultation with one of our advisors below.

We’re always here to help with any questions you have on your path to find your financial security.

Two businessmen in suits walking down an escalator in a subway station with coffee cups.