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Virtue-Based. Purpose-Driven. Values-Aligned.

Our Philosophy

Finance is not about wealth accumulation, it is about being a good steward. The Good Steward has a plan, acts with virtue, and lives with integrity.

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To Serve

​Our why is to serve clients who understand that freedom is found not in having more, but in ordering their lives toward the good so that wealth becomes a means of charity, service, and human flourishing.

Good Stewards

​Our how is guiding clients through virtue-based financial planning and Christian morally aligned investment decision-making, helping them order their financial lives toward purpose, generosity, and the good.

Achieve Greatness

​Our what is working with clients to deliver disciplined financial plans, values-aligned portfolios and ongoing stewardship that turns wealth into a tool for long-term human flourishing.

 
"I SHALL SERVE THAT WHICH IS PRIMARY"
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Serviam Capital exists to serve you so that your finances may serve your goals, and your goals can serve what is most important in your life. 

302-1688 152 St, Surrey, V4A 4N2

Tel: 604-538-5880

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iA Private Wealth Inc. is our dealer
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

 

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

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​This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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