POWERING YOUR DREAMS

Life is stressful. Your finances don’t have to be.

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RETIREMENT YOUR WAY

It is never too soon to plan for your retirement. The earlier you start, the more you will accumulate your wealth.

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REST

Finding peace of mind is one of the secrets of longevity. Make sure your wealth is protected. You and your love one can enjoy the fruit of your investment.

Protect My Wealth

Mary Robinson

As a financial advisor in Vancouver for over 20 years, Mary (CFP CLU, FMA, MFA) has helped hundreds of clients to achieve their financial goals. Mary and her team work exclusively with retirees and pre-retirees who have investable assets of greater than $200,000 and know that there is more to life than money. Mary specializes in retirement and estate planning to maximize retirement income while minimizing overall risk. Our special “sleep easy portfolio” provides peace of mind to our clients, allowing them to enjoy their retirement years without worrying outliving their money. Mary contributes to a number of local newspapers, magazines and hosts regular seminar on financial planning.

Words from our clients

I. Fattah

Mary is a knowledgeable, approachable and professional financial advisor and always continuing to upgrade herself on financial matters. Throughout the years she has met with us regularly, provided updates and made suggestions on any improvements. She will take the time to fully explain our options, guide us in an appropriate direction, provide us with ongoing financial advice as market changes and help us remain disciplined about our financial strategies. She has been our advisor for many years and her service is highly recommended.

J. Williams

Dr. Leung

Pastor Stephen Lam

M. Fung

MORE THAN JUST WEALTH.

True Wealth

Many people think true wealth is to accumulate as much wealth as possible in their life time. It is indeed more than just achieving financial goals. See about the meaning of true wealth.

MANAGE YOUR WEALTH

Wealth management is more than just financial growth. It is a continuous process of protecting, reviewing and refining your portfolio. Find out more about Mary's complete financial services.

MANAGE YOUR RISK

Effective risk management starts with identifying your potential risks and accessing the possible loss. A suitable strategy can reduce the impact on your wealth in the stormy days. See how it works.