About Us

We were officially founded in 1997 by J. David Williams. We are headquartered in Vancouver and have additional offices in Victoria, Calgary and Regina. Principle is David’s daughter Lynn Williams.

 

We make a point to partner with great people, continuously improve our skills and invest in ongoing development of our expertise.

“We work with our clients to build their financial future on strong foundations so they can feel confident that they can weather a financial storm and achieve their ultimate goal of financial freedom.” – Lynn Williams

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Putting the puzzle togetherWhat we do?

We provide professional financial services, education and advice in the area of retirement planning, insurance and investments. First, think of us as financial architects helping you to design and create your financial future. We then assist you in finding the right products to realize your aims, ambitions, goals and dreams. For example, life insurance for you, a key employee or to fund a buy sell agreement; critical illness or disability insurance; group and individual health insurance; retirement planning and investing; succession and business exit planning.

We have a wide range of solutions to meet your needs.

Our main focus is building long-term strategic partnerships with our clients.

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You are the centre of your worldHow we do it?

We adopt an interactive approach – a process whereby we learn about your needs, wants and goals first. We simply help to translate those needs, wants and goals into a plan of action.

We are known for our ability to listen, to understand and to think laterally.

We mobilize the right resources and financial tools to help you shorten the path between your vision and reality.

 

New clients by referral only. 


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•We adopt an interactive approach – a process whereby we learn about your needs, wants and goals first. We simply help to translate those needs, wants and goals into a plan of action.