Wealth Management Services
Through developing a personalized wealth management strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Proven Experience
Paragon’s cornerstone of due care has been built up since 1988 through consistent professionalism, competence and diligence.
We Promise
To take a disciplined approach to financial planning, taking into account all relevant aspects of your financial circumstances, to identify and analyze your unique situation.
Trust and Integrity
Our longstanding client relationships are a result of mutual respect and uncompromised honesty in all of our dealings. This atmosphere of trust and caring also extends to our most important asset, our team.
1 / 5
What our Clients are saying
"Mike and the team have always been most approachable and have gone the extra mile to ensure that my financial affairs are in order."
- Bob, Vancouver
2 / 5
What our Clients are saying
"I can now enjoy my retirement knowing that Paragon is dedicated to managing my nest egg on my behalf."
- Len, Delta
3 / 5
What our Clients are saying
"We have used Paragon as our financial team since they had done such a good job for our parents for many years. We appreciate their friendly and helpful attitude. They help us to make informed financial decisions and we look forward to working with them for many more years to come."
- Mike & Kirsten, Cumberland
4 / 5
What our Clients are saying
"Mike has managed our family’s financial needs for over 15 years. We have been pleased with the financial advice he has given us and the returns on our investments. Paragon’s team is friendly, very knowledgeable, service oriented and trustworthy. We would recommend Paragon as a financial advisor for families."
- Matt and Nicole, New Westminster
5 / 5
What our Clients are saying
"I have been dealing with Mike Rickaby for over 20 years and have benefited enormously from his sound advice and guidance. Highly recommend!"
- Christopher, North Vancouver
Building Wealth
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
Education Planning
One of the most important gifts that you can give a child is a good education. For parents, grandparents and carers, careful early planning and saving would minimize the high cost of tertiary education.
Protecting Wealth
Risk Management
Planning for unforeseen setbacks, both short and long term, requires identifying potential risks before they occur and providing solutions to protect your assets and income. We help you manage the risks that you can face in everyday life, ensuring your financial security and peace of mind.
Succession Planning for Business Owners
After spending years of hard work building your business, you would like to see the fruits of your labour preserved and your legacy intact. We will help you create a plan for someone to either own or run your business after you retire, become disabled, or pass on. Your business will continue according to your vision and your heirs won't be saddled with a huge tax bill.
Charitable Giving
Philanthropic planning is a roadmap for individuals to give to the charities and causes they believe in and care about, whether during lifetime or via your estate. We provide support and guidance to our clients to plan gifting solutions that are tailored to your specific charitable goals.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.