We use financial plans to inform our advice, but also factor relationships and personal goals into the equation.

Our Process

1. Discovery Meeting

This is a complimentary meeting where we get to understand and assess your financial and lifestyle goals.
2. Financial Planning

We create a customized plan to help you reach your financial and lifestyle goals. Our financial plan is a comprehensive document detailing the opportunities discovered and analytics behind the plan.
3. Implementation

Here is where collaboratively we put your plan into action. We agree on how much money will be allocated towards loans, downpayment, insurance, investments, etc.
4. Follow Up

As part of our ongoing service, we will have periodic check-ups to ensure that you are heading towards the right direction.

I am a Doctor

looking to implement a financial plan.

Healthcare Professionals

Physicians and Healthcare Professionals often have an advantage of good income and a disadvantage of large debt & delayed entry into the workforce. 70% of our business is generated from servicing health professionals. We have helped hundreds of healthcare professionals secure their finances and prepare for a successful career and retirement.

If you are a medical professional, our experts can help you navigate decisions involving:

Incorporation
Debt Priorities
Retirement Planning
Insurance
Business Partnerships
Investment Options

I am a Business Owner

looking to invest in my corporation.

Business Owners

Running the operations of a small business is difficult enough without factoring in the financials. We help small business owners alleviate the stress of making big decisions and managing their finances by assessing their goals and creating a custom plan to help their business thrive.

We’re proud to say that we’ve helped business owners reduce their expenses and increase their revenue by an average of 15%!

Incorporation
Debt Priorities
Retirement Planning
Insurance
Business Partnerships
Investment Options
Commercial Property Buying
Tax Management

I am a Retiree

looking to plan my legacy.

Nearing Retirement

Most people assume estate planning to be far less complex than it is. With evolving tax law, family dynamics, and thousands of investment options, estate planning can be a daunting task. Our process goes through every aspect from defining beneficiaries, to tax and trust planning alongside your estate lawyer.

Tax planning
Will planning
Choosing an executor
Coordination with estate lawyer
Investment review
Scenario projections
Discussion with beneficiaries

I am a Mom

looking to review our finances.

Families

Financials can be one of the greatest strains on a relationship. We help couples get on the same page by helping them navigate big decisions, take control of their spending/debts, and establish their financial priorities.

Insurance
Investing Options
Home Buying
Car Buying
Budgeting & Saving
Debt Management

I am a Homeowner

looking to get the right insurance.

Homeowners & Real Estate Investors

Investing in property is one of the biggest and most daunting investments a person can make. Whether it’s a first home, second property, or office space, we help clients gain clarity of their position in the market and find the right investment.

Mortgage Rates
Insurance
Payment Options
Credit Rating

"Over the last four years Christian has been helping me create a financial game plan for my future. During personal meetings and workshops, he takes time to answer all my questions and has helped me understand many things including mortgages, incorporation, and family budgeting. Christian is a genuine person who really cares about helping my family with long-term success and security."

Aaron, Sydney, and Kael Bradford, UBC Family Medicine Resident

"I have confidence that the advisors at Latitude West truly care about my well-being, in addition to genuinely wanting me to achieve my financial and life goals. They are more than financial advisors in this way. Christian's focus on education has allowed me to finally understand a lot more about my finances and investing, and being armed with this knowledge makes me feel a bit more in control of my future. I have confidence in Christian and I am grateful he is willing to come alongside me to guide me in my financial decisions from here. I am glad he's on my team!"

Kristin Wall, Registered Nurse

"Christian's advice regarding my personal finances in the transition period between medical school and residency has been invaluable. At the most crucial time in my financial journey, he's given me advice for which I'll be thanking him for decades to come. Christian is an amazing resource to have on your side; from advice on disability insurance, to buying a car, or setting a budget, he's inspired me and a number of my friends to take charge of our earning potentials, and our financial futures."

David Mongar, UBC Medicine Grad 2016

Christian has helped me the most with understanding how to balance my finances between investments and spending. He is different from other advisors with his knowledge in financial mathematics and real estate investments where he can work out the numbers for your financial situation. I would recommend him to others because he would tailor the financial strategies for you based on your circumstances.

Marcus Lo, UBC Dental Grad 2018

I really enjoy having Christian as my advisor because he is a great teacher. He gave me great advice on my disability insurance and on job searching. He is different than other advisors that deal with dentists because he is big on educating his clients and he organizes financial seminars for us regularly. When I applied for insurance he explained thoroughly why I needed it. I feel that he gives advice that is in my best interest and tailored to my unique needs. I had a great experience working with him. I would recommend him because I think he would be a great advisor for anyone who wants to have control over their financial lives.

Leo Lee, UBC Dentistry

Dr. Kim Lockhart, Associate Professor

Greg Lee, Lawyer