Business Details
18 Years
experience
Your Trusted Financial Advisers in Vancouver
We are fiduciary investment and wealth managers dedicated to guiding your financial future. Since 2008, our Vancouver-based firm has brought the fiduciary approach to Canadian investors, prioritizing client interests through transparent, fee-only advisory services. Our team of licensed portfolio managers combines decades of experience with advanced designations to deliver personalized investment strategies. We specialize in contrarian/value investing, income-oriented portfolios, and alternative asset classes while maintaining strict independence from product providers. Our wealth management approach integrates tax planning, estate strategies, and retirement solutions tailored to individual circumstances.With discretionary portfolio management capabilities and a commitment to long-term client relationships, we serve families, business owners, and professionals across Canada. Our fiduciary responsibility legally binds us to act in clients' best interests, distinguishing us from non-fiduciary advisors. We maintain no product affiliations, ensuring objective recommendations focused solely on client needs. Through regular reporting and clear communication, we help clients navigate market cycles while maintaining disciplined investment approaches. Our team's engineering, legal, and financial backgrounds enable comprehensive solutions for complex financial situations.
Services
Investment Management
Wealth Management
Alternative Investing
Financial Advisory
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Portfolio Management
Private Equity Investments
Details
- Year established: 2008
Highlights and features
- We operate as legally bound fiduciaries with no product affiliations
- Our team holds advanced designations including CFA, CFP, and RFP
- We offer transparent fee-only compensation with no hidden incentives
- We implement contrarian/value investment strategies with proven track records
- We provide comprehensive wealth management integrating tax and estate planning
Services
Investment Management
Our investment management service provides customized portfolio solutions with fiduciary oversight. We implement contrarian/value strategies across segregated accounts, SMAs, and ETFs while maintaining strict independence from product providers. Our approach emphasizes buying undervalued assets and tax-efficient income generation through Canadian dividend stocks and preferred shares.
Wealth Management
Comprehensive wealth management integrates investment strategies with tax planning, estate solutions, and retirement income modeling. We coordinate with accountants and legal professionals to create holistic plans addressing capital preservation, growth objectives, and intergenerational wealth transfer through trusts and charitable giving strategies.
Alternative Investing
Alternative investment solutions include access to Canadian hedge funds, private equity, and private debt opportunities. Our fiduciary approach evaluates these illiquid assets based on diversification benefits and long-term return potential while maintaining strict suitability standards for individual client portfolios.
Financial Advisory
As licensed portfolio managers, our financial advisory service combines fiduciary responsibility with technical expertise. We offer discretionary management and collaborative decision-making options, utilizing advanced financial planning tools to model retirement scenarios and optimize tax-efficient withdrawal strategies for various account types.
Financial Planning
Our financial planning process creates detailed projections incorporating balance sheet analysis, cash flow modeling, and retirement income planning. We address special goals, insurance needs, and business succession planning while maintaining dynamic updates to reflect changing life circumstances and market conditions.
People
Constantine Lycos
President & CEO
Founder and portfolio manager with engineering background. Specializes in alternative investments and contrarian/value strategies. Maintains direct client relationships while overseeing investment decisions.
Steve Nyvik
Senior Portfolio Manager
Senior portfolio manager providing financial planning integration. Focuses on maintaining client objectives through life changes while ensuring investment decisions align with fiduciary standards.
Rob Bisbicis
Associate Portfolio Manager
Investment professional with legal background. Specializes in tax-efficient strategies and coordination with external advisors to implement comprehensive wealth solutions for business owners.
Questions
Are you legally required to act in my best interest?
Yes, as licensed portfolio managers we have strict fiduciary obligations requiring us to prioritize client interests above all else in all investment decisions.
What investment strategies do you use?
We employ contrarian/value investing, income-oriented strategies using Canadian dividend stocks, and alternative asset allocation while maintaining disciplined risk management.
How are your fees structured?
We charge transparent management fees based on assets under management with no commissions, product incentives, or hidden charges of any kind.
Do you work with out-of-province clients?
Yes, we serve clients across Canada including British Columbia, Ontario, Alberta, Manitoba, Saskatchewan, and Yukon through remote advisory capabilities.
What makes you different from bank advisors?
Unlike bank-affiliated advisors, we maintain complete independence with no product affiliations, ensuring objective recommendations focused solely on client needs.
How do you handle estate planning?
We coordinate with legal professionals to implement estate plans addressing wealth transfer, charitable giving, and business succession through appropriate trust structures.
Videos
