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GRACE WEALTH

Your trusted financial "family doctor"

a fee-based service

Contact us to get started ➠See how we can help! ➠

Why Grace Wealth?

Working with an independent, experienced Financial Advisor means gaining access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals.

"Grace has been our investment advisor for nearly ten years and we have found her to be honest, attentive to our needs and goals...."
Micheline of Langley, B.C.

PROFESSIONAL ADVICE

Because we are an independent wealth management firm and because of our fee-based compensation structure, we are not biased to any particular products. We simply offer what is best suited to our clients.

CUSTOMIZED SOLUTIONS

Each client’s needs and financial goals are different; therefore, their portfolio should be tailored to those goals. We use a wide range of products and services to achieve them.

TRANSPARENCY & FLEXIBILITY 

With Grace Wealth, you never have to guess how we are paid. We discuss our compensation structure with our customers upfront with full disclosure. 




Experienced

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience - and we have a great team to deliver on this!

Meet the Team ➠


Solution Oriented

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

Learn how we can help ➠


Client Focused

Your financial life doesn’t have to be complicated. Bookmark this helpful page to be your one-stop-shop for financial tools, calculators and resources.

See our financial resources ➠


“[Grace is] very professional, personable and a wealth of knowledge in all things affecting ones personal financial needs."

—Norman and Twyla of Richmond, B.C.


Contact us to get started ➠

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