Personalized support
The Van Vliet Wealth Management Group provides independent investment advice to high net worth individuals, families, trusts and corporations using a risk management philosophy, providing solutions to suit your lifestyle.
In addition to the core portfolio construction and management, we integrate retirement and intergenerational planning into a complete Private Wealth Management solution. We can show you how to securely transfer money to loved ones, establish a trust or foundation, or simply help manage your finances on a daily basis. We draw on the expertise of a team of specialists that we have assembled, to deliver the most complete, personalized, and integrated wealth management solutions possible.
Our expertise is demonstrated through both the short and long-term benefits of smarter tax strategies and improved investment decisions. We provide the investment management of client portfolios by using our Van Vliet Wealth Management Managed Portfolios as well as some of the world's best money managers on an individually managed discretionary account basis.
As a member of the National Bank Financial Wealth Management, we can draw on more than a century of knowledge and the resources of one of Canada's largest financial institutions.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Honours and distinctions
Our advice, support and dedication are greatly appreciated by all of our clients.
We are proud to have been awarded the following:
- 2022 Best in Province - Canada’s Top Wealth Advisors, Jim Van Vliet, British Columbia
- 2022 Awards of Excellence - Best Asset Growth - British Columbia
- 2019 Awards of Excellence - Portfolio Management Excellence - National
Awards
News & Articles
Asset Allocation Strategy
Our flagship publication, Asset Allocation Strategy, provides readers with our monthly look at what’s been moving markets, their impact on our macroeconomic outlook, and our resulting portfolio strategy across asset classes.
