Financial Success In An Uncertain World

Personalized financial and lifestyle solutions that considers who you are, and what you value

INTEGRITY. TRANSPARENCY. COLLABORATION

Wealthviser is a premier nationwide life and estate planning firm dedicated to helping entrepreneurs and high-net worth families find financial independence by providing strategic investment and financial planning advice.

Tax & Estate Planning

Managing your wealth means having the right tax strategy. Successfully planning your future affairs with efficient financial strategies impacts you throughout your high income earning years, during retirement, and when your assets are transferred to your loved ones.

Investment Management

Our unique approach to investment management encompasses your personal and business situation and is part of a complete financial strategy that can help you achieve financial independence.

Retirement Planning

Retirement for us means financial independence and we are here to help you plan for your financial independence. We provide step-by-step guidance and we aim to provide easy-to-follow advice about financial independence for you and your family.

Financial Success In An Uncertain World

Suite #900 - 2025 Willingdon Ave

Burnaby, BC, V5C 0J3 Canada

778-372-8354

admin@wealthviser.com