How to Contact Us?
We have recently found out that scam artists have cloned our company phone number on receiving call displays. As such, they are attempting to use our phone number and company name to try to get you to divulge confidential information that could lead to theft of money, assets and/or your identity. Due to the size of our company, we suspect that the numbers were lifted from our website by overseas scam artists and not taken from our printed materials.
As a result, we have removed our phone numbers from our website to reduce the chance of this happening in the future and we will begin communications by prospective new clients strictly by email. All of our existing clients will be given our contact information.
Also be aware that we do not use cold calling telemarketing nor do we verify information on the phone or by email as we will gather that information in person. Anyone who attempts to impersonate any personnel from our company to gather any private information is a scam artist and we recommend you discontinue the communications with the fraud artists and contact the RCMP immediately.
Consulting with a financial advisory team is the first major step towards insuring your future. You can call, mail or email us at:
568 Hawks Ave
Vancouver, BC, V6A 3H9
Feel free to contact us for a no obligation financial check-up and use the results to clarify your own situation and see what choices you have to face your challenges.
To help keep our use of time both efficient and productive, please complete the client info summary pages prior to our meeting.
Do you have a concern, problem or dispute?
In any business, perfection is an elusive goal and sometimes problems do occur. We are committed to resolving issues that arise that are within our power to do so. This may be a multi-stage process but generally most issues can be resolved early and easily. We are happy to say that we have very few issues arise in our service and the few that do have been resolved satisfactorily with the process below.
contact us via email or postal letter so we have your concern,
problem or dispute in writing and will not miss any points
Mail: 568 Hawks Ave, Vancouver, BC, V6A 3H9
We will clarify the issue and act to resolve the matter if the
problem is with us or we will contact the party or parties involved to work
towards resolution (we ask for a reasonable amount of time to act on the
Should the issue fail to be resolved, we will give you all the
necessary information to consult with regulatory bodies and/or legal groups to
try to resolve your matter.
If you feel that we will not handle you concern appropriately,
you may contact the regulators directly at
Mutual Fund Dealers Association: 1-888-466-6332, firstname.lastname@example.org
Insurance Council of BC: 1-877-688-0321, email@example.com
Hours of operation:
Mon - Thurs: 10 am - 9 pm
Fri: 10 am - 1 pm
Weekends and holidays on call for emergencies
Burnaby and Vancouver offices plus house-call services available.