Bhavin Vyas, CIM, CFP, BScEE

Investment Advisor

Bhavin is a recently designated Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) since 2021. His focus is on helping individuals and families create and protect their wealth, by providing professional advice on investment, insurance, tax-savings, retirement, debt management and estate planning. 

Bhavin holds a degree in Electrical Engineering from the University of Alberta and has over 12 years of experience in financial market research and trading, as well as 8 years managing his own financial and investment planning practice. His extensive background combines technical expertise with strategic financial management.

PRITAM ATHWAL

Associate Investment Advisor

Pritam is a CIRO licensed associate that has been part of the financial services industry for 7 years. She started as an administrative assistant to portfolio managers in large financial institutions, managing a book of $100M+.

Pritam is passionate about growth planning and dedicated to helping individuals and families build and protect their wealth. She holds a degree in Accounting from NAIT and brings 10 years of experience in the accounting field. With over 20 years of expertise in managing small family businesses and bookkeeping within the transportation industry, Pritam combines practical business insights with financial expertise to provide personalized strategies that support clients' financial growth and stability.

LEARN MORE ABOUT US

OUR SERVICES

INVESTMENT MANAGEMENT

Our investment philosophy is rooted in the belief that financial markets are inherently inefficient. We recognize that different business cycles present unique opportunities across various sectors. To maximize returns, we implement a tactical portfolio allocation strategy that goes beyond traditional core investments, ensuring that no opportunity is overlooked.

DISCRETIONARY TRADING

We combine fundamental and technical analysis to select investments. Companies must demonstrate financial strength, profitability, and fit within specific market capitalizations. Additionally, we assess their technical setup using advanced charting techniques to identify favorable entry and exit points, ensuring a well-rounded, data-driven investment process. This strategy is complemented by a discretionary investing approach, allowing us to adapt to evolving market conditions and capitalize on emerging opportunities.

RETIREMENT & TAX PLANNING

Our retirement and tax planning strategy is designed to optimize long-term wealth preservation and growth while minimizing tax liabilities. We take a holistic approach, integrating tax-efficient investment vehicles, strategic asset allocation, and income-splitting opportunities. By balancing growth-focused investments with tax-advantaged solutions, we ensure clients can achieve their retirement goals while maintaining financial efficiency across all stages of life.

FINANCIAL PLANNING

Our financial planning strategy focuses on creating a comprehensive, personalized roadmap that aligns with your financial goals and life stages. We emphasize cash flow management, debt reduction, and strategic wealth accumulation, ensuring a balance between short-term needs and long-term aspirations. By integrating tailored investment solutions and proactive financial adjustments, we help clients build a resilient and adaptable financial future.

INSURANCE

Our insurance strategy goes beyond traditional protection, leveraging insurance products as both a safeguard and a strategic investment tool. In addition to providing essential coverage for life, disability, and critical illness, we utilize cash value life insurance and annuity products to generate tax-deferred growth, supplement retirement income, and enhance estate planning. This dual-purpose approach ensures that your insurance not only protects against risk but also contributes to long-term wealth accumulation and financial stability.