1. Who we are:
☆Our bilingual team of four specializes with English and/or Japanese speaking personal, business, and professional clients with families in BC (Vancouver/Victoria/Whistler/Kelowna), Alberta (Calgary/Banff), and Ontario (Toronto) areas.
☆Many of our clients have family ties overseas or choose to stay overseas seasonally, months at a time.
2. What we can do:
☆We can help ensure your individual, family, or business wealth are in line and managed with your best interests long term.
☆We can help transition your wealth so that your successors and/or beneficiaries are well informed through our education.
☆We can help maintain and grow your wealth if you have family or business overseas and/or stay overseas seasonally.
3. When to contact us:
☆If you or someone you know is moving, downsizing a home, or selling property and require regular income from proceeds.
☆If you have a diverse financial situation and/or looking for the best way to protect and/or manage the transfer of wealth.
☆If you, your family, or contacts are looking to simplify and/or consolidate and prefer service in Japanese and/or English.
4. Where to find us:
☆Our office is located in Downtown Vancouver across the street from Shangri-La Hotel.
☆Our services are available to residents of BC, Alberta, and Ontario. Please contacts us by phone or email 24/7.
5. Why us?
☆Our team of four is fluent in both English and Japanese and have lived and worked in both Canada and Japan.
☆We have ties to both countries like many of our clients and want to ensure they are serviced and well taken care of long term.
☆Individuals and family members may be more comfortable being serviced in English, Japanese, or both.
☆We can help in both languages verbal and written, in person, phone, email, or by fax.
6. How are we different?
☆Utilizing the breadth of RBC and team, we are always current on the industry and researching the companies and managers to invest your hard earned wealth.
☆We work with local professionals (accountants, lawyers, notaries, immigration consultants, experts within RBC and industry) to provide an exceptional client experience.
☆We help manage your wealth long term so you can focus your time and energy on what is important to you. Work, family, hobby, etc. Please reach out to us anytime.
