Dominic Spooner, MBA

Investment Advisor & Managing Director, Special Situations Group

9th Floor, 1021 W Hasting St.
Vancouver, BC V6E 0C3

We take an integrated approach to clients’ needs. At the core of our efforts lie asset allocation, tax and income planning. Our 4 step integrated approach involves:

1) An initial overview in which we determine client objectives

2) Tax Minimization session (usually with our clients’ tax advisors)

3) Trust and Estate Planning  with a tax lawyer

4)  Portfolio Planning with ongoing assessments and reviews.

Our clients appreciate:

-  Our simple, straight forward advice and fees

-   Our focus on Preservation of Capital

-   Our integrated advisory model