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

Our Process

  1. 1. Discovery Meeting

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

  2. 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. 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. 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 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