Our Brand Foundation

What drives us? How are we different? Where are we going? That, and much more, is all here.

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Our core purpose – why we do what we do

Because everyone’s dreams should be safe.

Mike relaxing at his home in downtown Vancouver.
Our vision

To give more than we get.

Our mission

We meet you where you are in life, and take you where you want to go.

Our difference

Total Package Planning®

Our character

Meet our team

  • Founder and Senior Wealth Advisor, Glen Dodd
    • We do what we say we’re going to do
    • We treat clients like friends and family – like VIPs
    • We are patient
  • President and Senior Wealth Advisor, Mike Tsuboi
    • We are disciplined
    • We are friendly
    • We are kind
  • Administrative Assistant, Carolyn Biega
    • We work hard
    • We stick to a schedule
    • We never tell clients what to do, but we make our recommendations very clear
  • Executive Assistant, Lexus Whitmee
    • We never promise what we can’t deliver
    • We never stop exploring new opportunities for our clients
    • We always support each other – our clients and our team
Our values

What we believe; our principles.

  • Every client should always feel safe
  • There is never a stupid question
  • There is always a solution
  • Clients should always understand what they are invested in, and why
  • Every dollar should be working hard
  • Whatever the question, Total Package Planning® is the answer
  • We take care of our clients, and they take care of us
Why believe in us?

Our clients’ belief is everything to us.

We have more than 60 years combined of knowledge and experience.

We are champions of comprehensive financial planning, driven by state-of-the-art software, since 1990.

Celebrated by our clients as “the total package” in terms of knowledge, communication, integrity and results, we are, above all, deeply trusted.

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Here your dreams are safe®

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