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.
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.
"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