Wealth Management Committed To You
Ternion Wealth Management is based on the west coast of Canada where the outstanding beauty of the mountains meet the ocean in Vancouver, British Columbia. Our commitment is to provide an outstanding financial experience and provide a solid financial story that is specific to you. We want to understand why wealth is important to you and build wealth strategies that support your reason why. Each individual, families and businesses are unique and our offerings in discretionary portfolio management and wealth planning strategies are tailored to meet your needs.
Ternion is defined as a group of three and represented through our three pillars of wealth management.
Our Values
Having a strong foundation of beliefs are essential to the management of our business. We devote ourselves to maintaining these values in every aspect of our operations.
- We commit to understanding your needs.
- We work with integrity.
- We provide honest and trusted advice.
- We execute with a disciplined process.
- We serve others passionately.
Commitment, integrity, honesty, discipline, and passion the key drivers of our business
Our Goals
We begin by asking ourselves, how can we be of value to our clients? Focusing our attention and keeping a client centric viewpoint with that question is integral to achieving our goals.
- Discovery process to identify your individual lifestyle goals.
- Aim to understand what’s important to you.
- Devise a financial road map to help guide us.
- Wealth management strategies aligned with your objectives.
- Working together to be your financial wealth partner.
A holistic wealth management approach to understand what is important to each individual.
Our Clients
Our experience lends itself to an affluent client base but understand there is a process, wealth is built over time, and we connect with clients who desire to cultivate their wealth.
- Established individuals with wealth built over decades preparing for wealth transfer.
- Clients in the accumulation phase of their life about to start a new family.
- Those entering retirement years looking for steady cash flow.
- Business owners in the peak years to some getting ready to unwind and pass on the torch.
Our client profile is vast, and we serve clients from a wide range of different life stages.
