Strategic Alliances
No single advisor can do everything. For the parts of your plan that sit outside what we handle in-house, BTN works with a trusted network of specialist partners and leading insurance carriers, so every part of your picture is covered.
Retirement, Wealth Management & Financial Planning
For retirement, wealth management, and financial planning,
BTN partners with Schenk Wealth Management (SWM), an independent specialist firm that manages portfolios and builds financial, retirement, and estate plans for clients across BC.
Peter Schenk
Senior Portfolio Manager | Founder of SWM
Marc Vella
Senior Associate Investment Advisor | SWM
Andrew Robson
Financial Planning Facilitator | SWM
Schenk Wealth
For retirement planning, investment management, and comprehensive financial planning, Kevin partners with Schenk Wealth, an independent firm led by experienced professionals who manage portfolios and financial plans for clients across BC.
“I’ve been in this business for 30 years, and I use them for handling my money and my planning. That should tell you something.”
Kevin Jones
Insurance Carriers We Work With
As an independent brokerage, BTN places coverage with more than 20 leading Canadian carriers, recommending what fits you best rather than who pays us the most.
Ready to Talk?
No obligation. No jargon. No pressure. Just a straight conversation about what you need and what you don’t.
Or call us directly: (604) 393-7790 | Toll-free: 1 (877) 793-7790