Jarvis Wealth Management Group

Jarvis Wealth Management Group Securing your family legacy. The author's opinions are subject to change without notice.

We have built our practice on the deep insight we provide in helping successful families preserve and grow their wealth over generations. We design tax-efficient portfolios that help our clients realize their wealth and estate planning goals, including family wealth transfers, business successions and legacy planning,* and we engage world-class portfolio managers and tax and wealth specialists to

execute the strategies we recommend. Our comprehensive, confidential service will enable you to design a wealth plan that is as unique as your family–one that protects their lifestyle and secures your legacy.

1.This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.
2.Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.

08/26/2026

Is the family cottage part of your estate plan, or just part of your summer?

Vacation properties like cottages, cabins, and secondary homes hold incredible personal value, and keeping them in the family is a priority for many owners. But passing one down can raise more questions than expected, from capital gains tax at death to evaluating trusts versus joint ownership. Read the full article below to explore key succession strategies.

If the best way to share your vacation property with the next generation isn't clear yet, get in touch today.

https://canaccord.app.box.com/v/wealthblueprint-aug

A financial plan that isn't regularly reviewed is just a snapshot of the past. The best plans evolve, with changes to in...
08/12/2026

A financial plan that isn't regularly reviewed is just a snapshot of the past.



The best plans evolve, with changes to income, family structure, tax legislation, and long-term goals. Strategy alignment isn't a one-time event. It's an ongoing conversation.



Which raises the question, when did you last review yours

A financial plan that isn’t regularly reviewed is just a snapshot of the past. The best plans evolve, with changes to in...
08/12/2026

A financial plan that isn’t regularly reviewed is just a snapshot of the past.



The best plans evolve, with changes to income, family structure, tax legislation, and long-term goals. Strategy alignment isn’t a one-time event. It’s an ongoing conversation.



Which raises the question, when did you last review yours

Today, we reflect on the service, sacrifice, and resilience of all who have defended our nation, and the freedom their a...
11/11/2025

Today, we reflect on the service, sacrifice, and resilience of all who have defended our nation, and the freedom their actions made possible

It’s easy to lose sight of the big picture. But history offers clarity: even with significant drawdowns, the market has ...
04/17/2025

It’s easy to lose sight of the big picture. But history offers clarity: even with significant drawdowns, the market has ended in positive territory roughly 3 out of every 4 years. This chart is a powerful reminder that staying invested through the ups and downs has consistently rewarded long-term investors. If uncertainty has you questioning your strategy, let’s talk.

At CG, personalized wealth management is at the heart of everything we do. In this video, I share how we at Jarvis Wealt...
04/08/2025

At CG, personalized wealth management is at the heart of everything we do. In this video, I share how we at Jarvis Wealth Management Group are dedicated to helping you achieve your financial goals with confidence and a clear path forward.

At CG Wealth Management, personalized wealth management is at the core of what we do. Watch as Christian from Jarvis Wealth Management Group shares how we’re...

For high-net-worth Canadians, alternative assets can be a valuable addition to a well-rounded investment strategy and he...
03/04/2025

For high-net-worth Canadians, alternative assets can be a valuable addition to a well-rounded investment strategy and help stabilize portfolios in periods of volatility in traditional markets. But, they’re not for everyone. Contact us today to discuss whether they’re right for you.

Philanthropy can be straightforward, like a one-time donation, or complex, such as setting up a foundation that will act...
01/28/2025

Philanthropy can be straightforward, like a one-time donation, or complex, such as setting up a foundation that will actively sustain your legacy for many years after your death. However you proceed, there are several important initial considerations. To learn more, contact us.

Happy Holidays! May this season be peaceful, bright, and full of warmth.
12/25/2024

Happy Holidays! May this season be peaceful, bright, and full of warmth.

12/16/2024

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2200/609 Granville Street
Vancouver, BC
V7Y1H2

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+16046430108

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