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Contact Us Today!

Our goal is to provide you with an unparalleled level of service. Finding the solution to your financial needs is our foremost focus. We take great pride in providing expedient replies to all inquiries. We strive to ensure our clients are receiving the highest level of client service available.

Please allow one business day to respond to your questions or comments.

White Rock MapMailing Address

100-1676 Martin Drive
White Rock, British Columbia
Canada V4B 4B7

604-535-4743
604-531-0227

Directions

Get directions to our office located on Martin Drive.

Parking

Parking is readily available. Please call if you require more information.

We look forward to seeing you!

Name Position Phone
Dave Lee Wealth Advisor 604-535-4743
Kelsey Sjoberg Administrative Assistant 604-535-4732