Private wealth management services

At McKenzie, Hoover, McPhee, Russell Private Wealth Management, we understand that managing your financial future can feel overwhelming. Our goal is to simplify that process, allowing you to focus on what truly matters—your life, your family, your business, and your dreams. With over 30 years of experience, we provide personalized and comprehensive private wealth management solutions that align with your unique needs.

Tailored private wealth management solutions

Every client’s financial situation is different, and so are their goals. That’s why our private wealth management services are tailored specifically for you. We take the time to understand your individual financial picture and craft strategies that support both your current and future goals. Whether you’re focused on growing your wealth, protecting your assets, or planning for retirement, we design a financial strategy that fits seamlessly into your life.

Our financial planning approach

As your Vancouver CERTIFIED FINANCIAL PLANNER® professionals, our financial planning approach is built on a foundation of trust and expertise. This allows us to offer comprehensive services in saving, spending, tax planning, insurance planning, investment planning, and legacy planning tailored specifically for you, your family, or your business. This holistic strategy ensures clarity around your financial situation, boosts your confidence in your financial decisions, and enhances your capability to meet and exceed your financial goals.

  • Optimizing your retirement

    We manage retirement risks by preserving your accumulated capital and crafting a tax-efficient income stream tailored to your lifestyle and objectives.

  • Planning for major expenditures

    Our strategies are designed to support your significant financial goals, whether that involves planning for education, investing in property, or making other substantial expenditures.

  • Maximizing your business success

    We synchronize personal and business financial strategies, from optimizing corporate investments to planning business successions, ensuring your enterprise thrives alongside your personal wealth.

  • Preparing for the unexpected

    Life is unpredictable, but with our comprehensive risk management strategies, you can provide security for those you care about most.

  • Managing cash flow efficiently

    Through meticulous cash flow analysis and tax-efficient income planning, we ensure you have the flexibility and resources to fulfill your personal and professional aspirations.

  • Sharing your wealth

    You already have enough on your plate. At McKenzie, Hoover, McPhee, Russell, we are dedicated to taking the stress out of managing your finances. We’ll help you develop tax-efficient strategies to improve your financial health and ensure that you stay on track to meet your goals. Our approach allows you to spend less time worrying about financial details and more time enjoying the things that matter most to you. Let us handle the complexities of your financial life, so you can focus on living it.