Anne Marie Dryden

BPF Wealth Limited is a fully independent financial planning firm that has been serving the investment needs of British Columbians since 1990. Our main goal is to help our clients surpass their financial goals, prepare for life's uncertainties, and capitalize on their savings. We work solely for our clients and are a fee-based firm, which means we are paid by our clients, not by the fund companies we work with. This allows us to always have our clients' best interests in the forefront and ensures that we are never influenced by outside incentives.

Our team of experienced Wealth Advisors has a fiduciary duty to our clients, meaning we act in their best interests, not our own. We understand that every client is unique, and that's why we offer custom portfolio construction, tailoring every client portfolio to reflect their individual tolerances, objectives, and preferences. 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.

Services Offered

*Financial Planning*: Having a Comprehensive Financial Plan in place brings order to otherwise chaotic life events such as retirement, disability, illness, and death. Our financial planning process is designed to establish the client's priorities and implement strategies to meet their goals.

*Portfolio Construction*: Every client portfolio is uniquely tailored to them to reflect their individual tolerances, objectives, and preferences. We are free to recommend whatever investment vehicles will best serve our clients.

*Tax Planning*: 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 client's portfolio.

*Environmental, Social, Governance (ESG) Preferences*: 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.

Our ETF & Mutual Fund Dealer

BPF Wealth is registered with Investia Financial Inc., a global company with over 2,000 independent financial advisors and over $54 billion in assets under administration. Investia Financial looks after our compliance, trust accounts, CRA reporting, plan registration, cash accounts and technology. This partnership allows us to focus on what we do best - providing our clients with the best possible financial advice and service.