Hoovest Financial Inc.,
Part of the Hoovest Group of companies
Connecting great people with great investments™
Invest for Generations
We provide a team-based approach to managing wealth for people, supported by technology and domain expertise.
Our various advisor teams have different geographic coverage regions or specialization based on the types of clients (business families, professionals, trades, farmers, indigenous nations).
A personalized plan and portfolio built around your financial goals
Financial Planning
Work one-on-one with an advisor who gets to know you, your family and your goals to design a personalized financial strategy.
Wide range of investments
Our advisors have access to a wide range of investments and can help you choose the right ones for you.
Retirement
Our advisors have the tools to build an actionable plan for your retirement vision will help navigate any changes that come your way.
Holistic view
We take the “total balance sheet” approach to understand our clients’ situation before designing an asset allocation strategy.
What are your goals?
Prepare for retirement
Planning for retirement should be enjoyable, much like planning for a vacation. We can help you take the stress off the process. Often, our clients find that they are in much better wealth position than they think.
Invest for education
Investing in the future education of the next generation with possible grants and government funding.
Anticipate milestones
Anything you desire financially deserves a detailed look. We can help you set achievable goals and even explore alternative ways to get there.
Build a lasting legacy
Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.
Wealth Management Teams
Hoovest Wealth Management (Vancouver) Murrayville Financial Investment Counsel (Langley) Your Managers Investment Counsel (Regina) Savoir Investment Counsel (Montreal)
Hoovest Wealth Management is part of Hoovest Financial Inc. Portfolio Managers Corbin Lowe, Bryan Dar Santos, Richard Hughes, and Peter Fang are based in Vancouver BC, servicing clients in BC, Ontario, Alberta, and Québec. The team specializes in servicing business family and corporate executives in matters of wealth management and corporate advisory.
Murrayville Financial Investment Counsel is part of Hoovest Financial Inc. The team is led by Bryan Dar Santos and Jai (Jaideep) Singh. The office is based in Langley, BC, servicing clients in the Lower Mainland.
Your Managers Investment Counsel, part of Hoovest Financial Inc., is led by Benjamin Waite and partnered with Kathy Waite as a financial planner. The team is based in Regina, servicing clients in BC and Saskatchewan.
Savoir Investment Counsel, part of Hoovest Financial Inc., is an investment advisory team based in Montreal, specializes in financial and business advisory. Team members Steven Furtado and Jennifer Torres, together with a team of professionals, help business families navigate the complexities of investment management, insurance solutions, and financial planning.
Get started with our trusted advisors
Submit this form or call us.
Monday – Friday
9:00 AM – 5 PM PT
Saturday
10:00 AM – 5 PM PT
Our approach to fees
Advisor fees are based on the services and products you choose. We’ll make sure you have a clear understanding of these fees up front. You can learn more by speaking with an advisor.
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Connect with us to see how being part of Hoovest can propel your advisory practice.
Hoovest Financial Inc. (“Hoovest Financial“ or "HFI") is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario and Québec. Its registration details can be found here by selecting "Firm" and searching for "Hoovest Financial."
Hoovest Financial Inc. is part of the Hoovest Group of companies. Hoovest Group is a group of diversified member businesses including Hoovest Enterprises Corp., Hoovest Capital Management Inc., Hoovest Financial Inc., Hoovest Insurance Services Inc., Hoovest Properties Corp., Corex Financial Inc., InnovestBay Holdings Inc., and other related entities and joint ventures.