Financial Guidance Built on Trust
At WayOaks Advisors, we believe strong financial relationships begin with trust. Drawing on 40 years of experience building long-term client relationships, we help you navigate life’s financial decisions with confidence, clarity, and a commitment to your goals.
A bridge is more than a structure of steel and concrete; it is a promise.
Every time we cross a bridge, we do so with an unspoken confidence that it will carry us safely from where we are to where we want to be. We rarely stop to question its strength or stability because trust has been built into its design, tested through time, and proven through experience. A reliable bridge creates connection, overcomes obstacles, and makes the journey possible.
The relationship between you and your Financial Advisor is much the same.
Financial goals often lie on the other side of obstacles and uncertainty— economic, both global and personal, life transitions and unforeseen challenges.
A trusted advisor serves as the bridge that helps clients navigate those complexities with confidence.
Like a well-engineered bridge, the advisor provides guidance through experience and wisdom, when the path ahead is unclear.
Trust is not granted automatically; it is earned through consistency, integrity, expertise, and a commitment to putting the client’s interests first.
Over time, each conversation, recommendation, and shared decision strengthens that foundation.
When trust is firmly established, you can focus less on the obstacles beneath them and more on the destination ahead, knowing you have a reliable partner to get you to where you need to go.
At WayOaks Advisors, Trust was put in our name because ultimately, Trust is what strong, successful, long-term relationships are built on.
We invite you to see if we can establish and build on that Trust together. We are confident, based on our long history of long-term client relationships going back 40 years, that you’ll be pleased that we have come together.
WayOaks is a slightly modified word for “Trust” in the Tsimshian language which is spoken in Northwestern Coastal BC.
Join the hundreds of well looked after, families and individuals who have….
Do you need help with:
Too much to do and too little time?
I feel like I don’t have enough time to look at all parts of my finances. I need a Financial Advisor to pull it all together
Home & A Mortgage?
Do you own a home and have mortgage payments? Between us as your Financial Advisor and the mortgage specialist on our team, we’ll get the best for you.
Education Funding?
Do you have kids or grandkids? We’ll put make sure you have plenty of money to get them through University, into a trade, or any path that may need specialty training.
Save Every Tax Dollar Possible?
Need to squeeze more dollars out of your income? We love the challenge of that. Income tax is probably the biggest area we can help.
Retirement Planning?
We’re guessing you don’t want have to work forever. We’ll be able to say exactly when you won’t have to work and how much income you’ll be getting. We have lots of stories (and can show you) how we have done this.
Something Else You Need Help With
Tell us what financial piece of your life you want us to look at and we’ll put something in place. If we can’t, we’ll guide you to someone who can.
If the answer is yes, we can help - see below!
Our team can help you!
We are deeply committed to dealing with you for the long term, just as we are and have done for the clients we have worked with for over 30 years. We want and strive to be excellent at what we do for you and your family and feel a strong sense of obligation to see things through. If you feel anxious, I know we’ll feel that ourselves. It may sound creepy but we may be thinking of you at very odd hours of the day. If you are fully reliant on us as your Financial Advisory Team, we’ll feel and will bear that weight fully. We want to be able to look back many years from now with great satisfaction and fulfillment, on what we have accomplished, together.
Do you need help with:
Financial Planning
Portfolio Management
Investment Consulting
Lifestyle Protection
Mortgage / Debt Advice
Mortgage / Debt Advice
Home Purchase Financing
Home Purchase Financing
Post Secondary Education Funding
Retirement Planning
Estate Tax Minimization
Home Downsizing
Pension Consulting
Family Gifting
Charitable Giving
Multi-Generational Wealth Transfer
Reviews
Our family have used Carey and his team in our financial planning for many years. Carey’s experience, expertise and professionalism is always evident. Our investments have shown strong and consistent growth over the years. We are very satisfied and highly recommend.
Ron & Sherry Wall, White Rock BC (clients since 2003)
My wife and I have entrusted this firm with our financial planning for over ten years and are very satisfied. Carey’s experience, expertise and dedication to his clients come through in every interaction. We have seen solid results on our portfolios over the years and are thankful to be working with them.
Tyler Van Vliet, Langley BC (client since 2007)
Carrie Stefanson, Port Moody (client since 2002)
Ken & Sandy Yun, Richmond BC (clients since 1992)
Ready to take your finances to the next level?
I have personally worked with some of the same clients for over 30 years. Those relationships have developed into friendships. With that has come a deep commitment to make sure I’m there, completely. I invite you to reach out and set up a meeting (our office, your home, your office or virtual) to see how we can work together to make sure your financial planning and investment decisions now and well into the future, are sound and comfortable for you.
Keep up to date on investing topics and various financial strategies and tricks you probably haven't heard about anywhere else:
Past issues have included….
- Why Selling An Investment Is Bad
- How Getting 1.5% Is Really Losing 2.8%
- Thinking Of Co-Signing On A Loan?
- Why You Shouldn’t Pay BC Property Tax
- Variable or Fixed Rate Mortgage?
- How Much Should You Put Into A RESP?
- Saving For A Disabled Person (RDSP)
- How To Reduce Probate Fees
- IPP Vs RRSP For Self Employed
- Transferring Out Of Your Pension Fund
- Tech Gems – 1 every issue
- Hhhmmm… – lots of short bits of info. to make you think