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We've been helping our clients
surpass their financial goals|prepare for life's uncertainties|capitalize on their savings
since 1990.

BPF icon

We've been helping our clients
surpass their financial goals|prepare for life's uncertainty|capitalize on their savings
since 1990.

At BPF Wealth, we work with corporations, business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. Our comprehensive planning process is designed to establish the client's priorities and implement strategies to meet their goals.

We work for our clients, not for the Fund companies, which means we always have your best interests in the forefront and are never influenced by outside incentives. Client trust and Results are the backbone of our work ethic. Having a financial plan is essential if one wishes to maximize wealth accumulation.

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Established
& Independent

BPF Wealth Advisors have been serving the investment needs of British Columbians since 1990. We are free to recommend whatever investment vehicles will best serve our clients.

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Fee-Based
Asset Management

We are a fee-based firm which means we are paid by our clients, not by the fund companies we work with. The Wealth Advisors at BPF have a fiduciary duty to their clients, meaning they act in the best interests of their clients, not their own.

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Custom Portfolio
Construction

Every client portfolio is uniquely tailored to them to reflect their individual tolerances, objectives, and preferences.

Charts in Eye Icon
Established
& Independent

BPF Wealth Advisors have been serving the investment needs of British Columbians since 1990. We are free to recommend whatever investment vehicles will best serve our clients.

Charts in Eye Icon
Fee-Based
Asset Management

We are a fee-based firm which means we are paid by our clients, not by the fund companies we work with. The Wealth Advisors at BPF have a fiduciary duty to their clients, meaning they act in the best interests of their clients, not their own.

Charts in Eye Icon
Custom Portfolio
Construction

Every client portfolio is uniquely tailored to them to reflect their individual tolerances, objectives, and preferences.

What We Offer

Financial Planning

Having a Comprehensive Financial Plan in place brings order to otherwise chaotic life events such as retirement, disability, illness, and death.

Portfolio Construction

Every client portfolio is uniquely tailored to them to reflect their individual tolerances, objectives, and preferences.

Tax Planning

Be Tax Efficient! We ensure that all elements work together to allow you to pay the lowest taxes possible.

Low Cost Options

BPF Wealth Advisors search for the best value in actively managed funds and can use low-cost index funds for some, or all of a clients’ portfolio.

Environmental, Social, Governance (ESG)

BPF Wealth Advisors build investment portfolios to suit the ‘ESG’ preferences of their clients.

Exceptional Customer Service

Our clients trust us with their financial growth and we don't take that responsibility lightly. Building relationships and trust with our clients is key to our business philosophy.

Anne Marie Photo

“It’s not what you make,
it’s what you keep.
We’ll help you keep more.

-Anne Marie Dryden, CFP CLU

“It’s not what you make,
it’s what you keep.
We’ll help you keep more.

-Anne Marie Dryden, CFP CLU
Anne Marie Photo

Our ETF & Mutual Fund Dealer

Our
Mutual Fund
Dealer

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BPF Wealth is registered with FundEX Investments Inc., a global company with over 700 Investment Advisors and over $17 billion* in assets under administration. They look after our compliance, trust accounts, CRA reporting, plan registration, cash accounts, and technology. *As of Dec 31 2019

What Our Clients Have to Say