Our mission is to serve as each client's personal Chief Financial Officer. By collaborating to manage our client's sophisticated and complex needs, we help bring better balance to their lives.
Absolute integrity
Authenticity
Objectivity
Innovation
Disciplined process
Emphasis on client experience
Commitment to excellence
Proactive mindfulness
Frank Danielson established his Vancouver-based financial planning practice in the spring of 1994. Since then, he and his team have built a solid reputation for attentive, client-focused service and valued advice.
We act as a personal CFO and wealth mentor for a select number of high net worth individuals and families. We are committed to a systematic, principled approach to wealth planning. Probably most important; we are proactive in our efforts to help clients secure a rich, rewarding life.
Our well established personal CFO program simplifies financial decision making and helps clients translate the complexities of wealth into a more simplified easy to understand road map. We follow a disciplined investment process which is grounded in robust academic research based on the best practices of leading financial economists.
All of our professional activities are driven by our clients' financial and life goals.
