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MDRT Top of the Table Advisor Practice 2024

Client Login: 

Tax.
Insurance.
Investment.
Modern Private Wealth.

Experience our evidence-based client journey :

SY. Wealth

Tax | Insurance | Portfolio Investments |  Supporting Family Offices

Vancouver | Edmonton | Toronto

SY Wealth is one of Vancouver's leading multi-generational private wealth management practices. We are a full service tax advisory, insurance, and investment management firm. For 24 years, we have focused on providing personalized, best-in-class wealth management for working professionals and VIP Private Wealth services for high net worth clients and business owners. We are fully licensed to conduct business in five provinces across Canada:  British Columbia, Alberta, Saskatchewan, Ontario, and Manitoba.

Client Events: Virtual & In-Person

  • Portfolio Management in the "De-Growth" era
    Portfolio Management in the "De-Growth" era
    Time is TBD
    Zoom Webinar
    Time is TBD
    Zoom Webinar
    Time is TBD
    Zoom Webinar
    Former World Bank and Goldman Sachs analyst will share with us insights on the "de-growth" movement, ESG environmental sustainability trends, and how to best position your portfolio in a low-growth environment with high volatility factors.
  • 3月论坛:收入高就要多交税吗?
    3月论坛:收入高就要多交税吗?
    Time is TBD
    Zoom线上会议 详情与会议重播请联系info@syfinancial.ca
    Time is TBD
    Zoom线上会议 详情与会议重播请联系info@syfinancial.ca
    Time is TBD
    Zoom线上会议 详情与会议重播请联系info@syfinancial.ca

Client Experience Team Contact

Brideport Business Centre

2777 Jow Street, Unit 825

Richmmond, British Columbia V6X 0V7

(778) 732-5050 Ext. 1

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