2025 New Year’s Message from Our Founders

by Alphil Guilaran

To our valued clients,

Happy New Year!

As we reflect on the past year, we are filled with gratitude for your trust and support. Our commitment to providing our clients with meaningful financial guidance and education only grows stronger year after year. In 2024, we marked the following milestones:

Celebrated our 25^th anniversary as a company. We remain steadfast in our vision of building financially literate generations.
Expanded our team to 20 members to improve client support for all your financial planning needs.
Relocated our office closer to the downtown core of Vancouver to better serve our clients.
Broadened the reach of our employee financial wellness programs to over 85,000 employees and professionals across Canada.
Enhanced family office programs to improve how we educate and train inheritors for the responsibilities of generational wealth.

In 2025, we are excited to expand our financial wellness and family office programs by improving accessibility through online learning. We also look forward to serving you and your family with financial guidance and wisdom to navigate the road ahead.

We wish you continued success and new opportunities for personal growth while creating lasting memories with those who matter most.

Warmest Regards,