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925 West Georgia Street, Suite 2100, Vancouver, BC V6C 3L2

866.677.7752
plenawealthadvisors@raymondjames.ca
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Helping clients gain clarity and confidence through a holistic approach to wealth management.

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Wealth Management and Cross Border Services

We are a dual licensed Canada/USA advisory practise. Our wealth management solutions help grow and protect your wealth, while our cross-border services simplify managing both U.S. and Canadian finances.

Financial Planning

A well-crafted plan for your life is where the discovery journey begins.

Investment Management

Our disciplined investment management process accounts for your short- and long-term goals.

Cross-Border Solutions

Plena Wealth Advisors specialize in handling complex issues that can arise when you have financial interests on each side of the border.

Tax Planning

Minimize tax liability and preserve the wealth you have worked diligently to earn.

Estate & Trust Services

We help facilitate your wealth transfer wishes now and in the future.

Insurance

Help guard against financial losses due to unexpected events.

Charitable Giving

Charitable giving is a positive, life-affirming endeavour. It allows you to give with intention today and leave your mark for the future as you build a lasting legacy.

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Experienced Counsel of Wealth Advisors

As your wealth advisors for life, we will collaborate with you and your other professional advisors in building personalized strategies designed around your objectives.

Senior Wealth Advisor

Clark Linton

Clark Linton, CFA®, CRPC®

Senior Wealth Advisor, Portfolio Manager

604.654.1148

Craig White

Craig White, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

250.979.2738

Jay Snyder

Jay Snyder, CIM®

Senior Wealth Advisor, Portfolio Manager

604.659.8478

John Huggan

John Huggan, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

250.979.2707

Meet the rest of the team

A Specialty in Cross-Border Wealth Management

Handling the complexities of cross-border wealth management is a specialty of our team. Whether you are moving to Canada or hold assets in the United States, we can help you carefully and thoughtfully plan for your financial future.

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What Our Clients Are Saying

Wealth Talk Podcast

Take a moment to hear the latest insights from our team on the current market and economy.

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Your Move to Canada

See Clark and Sonya’s New Book: Your Move to Canada – Navigating the Cross-Border Financial and Tax Aspects of a Move from the U.S.

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STILL HAVE QUESTIONS? LET'S CONNECT.

Our experts are ready to guide you every step of the way. Fill out the form to get personalized advice tailored specifically to your situation.

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hol • is • tic (latin: ple • na): Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.