Discretionary Wealth Management, Private Wealth Management, Options, Alternative investments, Data driven tactical rebalancing, vigorous risk management, estate and legacy planning, charitable gifting, financial planning, Elderly Planning, tax planning and independent advice without the constraints of an overarching bank or insurance company. Our independence allows us to be objective and impartial. Our boutique award winning partner led firm, Wellington-Altus, allows us to be what our clients need: Independent, Entrepreneurial, & Unconstrained.

Portfolio Management

Financial Planning

Insurance/Risk Management

Charitable Gifting

Whether you require portfolio management or investment advice, you can trust Shipton Duric & Associates to deliver extensive support and recommendations to improve your financial direction. Our Senior Portfolio Managers, Paul Shipton, and Omar Duric have devoted their leadership to providing unparalleled client experiences to every client they serve. By working with our team at Shipton Duric & Associates, our clients receive assurance, dedication, and collaboration in all components of their financial investments. Our team strives to serve you with the best solutions in financial planning, wealth management, and support with charitable gifting. In every aspect of what we do, we deliver in-depth guidance and solutions that are tailored to each client’s needs.

We have expert team members located in Vancouver, White Rock, Gibsons, and Sechelt. Our team at Shipton Duric & Associates is more than happy to deliver you the best services and recommendations for your financial planning, wealth management, or other specific requests. We strive to serve every client with unmatched excellence and effective guidance through our expert solutions.

Set Up A Meeting Now With One Of Our Advisors Now!