At MapleTrust Advisors, we partner with individuals and families across British Columbia to create personalized wealth strategies that stand the test of time.
Clients Served
Assets Managed
Years of Excellence
From wealth accumulation to preservation, our integrated approach covers every aspect of your financial life.
Customized investment portfolios aligned with your goals, risk tolerance, and timeline. Active monitoring and strategic rebalancing.
Learn More →Comprehensive RRSP, TFSA, and pension strategies to ensure a comfortable and secure retirement on your terms.
Learn More →Strategic tax planning to minimize your burden and maximize your wealth. Expert guidance on Canadian tax regulations.
Learn More →Protect your legacy and ensure a smooth wealth transfer to future generations with thoughtful estate strategies.
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Founded in 2003, MapleTrust Advisors has grown from a small practice into one of Vancouver's most respected independent advisory firms. We believe financial planning should be personal, transparent, and focused on your unique circumstances.
Our team of certified financial planners, chartered accountants, and estate specialists work collaboratively to deliver holistic solutions that evolve with your life.
Our StoryExperienced professionals dedicated to guiding you through every financial milestone.
Founder & Managing Director
With over 25 years in financial services, James leads the firm with a client-first philosophy and deep market expertise.
Chief Investment Officer
Sarah oversees portfolio strategy and research, bringing institutional-grade analysis to our private wealth clients.
Director, Tax & Estate
Michael's dual expertise in accounting and estate law ensures seamless tax and succession planning for our clients.
Hear from clients who have partnered with MapleTrust to achieve their financial goals.
MapleTrust helped us navigate a complex business sale and reinvest the proceeds wisely. Their tax strategies alone saved us over $180,000. I cannot recommend them enough.
As a physician with a demanding schedule, I needed advisors I could trust to manage things proactively. The MapleTrust team has exceeded every expectation over the past eight years.
After my husband passed, I was overwhelmed by financial decisions. MapleTrust guided me with patience, empathy, and expertise. They truly care about their clients as people.
Schedule a complimentary 30-minute consultation with one of our senior advisors. No obligation, just expert insight tailored to your situation.
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