Wealth Management with Perspective

Serving clients from Victoria BC through to Toronto ON, we specialize in working with post-divorced, widowed, and single women, who are looking for a compassionate and sophisticated advisor to manage their family’s wealth.

Our approach is built upon understanding, strong relationships, deep experience, and industry-leading qualifications. But most importantly, trust – we see each and every client relationship as a partnership.

Charlotte Paul

Associate Portfolio Manager

Office Address

612 View Street Suite 202
Victoria, British Columbia
V8W 1J5 Canada