Commercial Wealth Management

Do you Need to See a Financial Advisor?

A Commercial questionnaire: Four reasons to work with a financial advisor.

Do you need to see an AdvisorVirtual Advisor or Online Brokerage?


Our experienced financial advisors are here to help you meet your life’s objectives.

We have a full complement of investment options that will allow you to establish a suitable portfolio, taking into account your objective, risk tolerance and time horizon.

We recognize the value and importance of integrating insurance into your overall financial and estate plan. We will help ensure that your personal and corporate goals are met now, and in the future.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

0948859 B.C. LTD. doing business as EKC MoneyWorks