Retirees and UBC Faculty

Comprehensive retirement planning and modeling
Strategic asset allocation through asset class portfolios*
Development of a personalized financial plan, including customized asset allocation
Integrated tax planning for individuals and their incorporated companies
Cash flow planning to maximize resources
Comprehensive estate and trust planning, including consultation with specialists
Risk management and wealth protection, including life, disability, and critical illness insurance
"What if" scenario analysis to explore your full range of opportunities
Wealth planning to optimize your family's overall financial plan.

* Asset class portfolios provided by Dimensional Fund Advisors.