Vancouver Portfolio Managers.
Independent. Fiduciary.
Performance-Driven.

The future is expensive. Invest to afford it.

Open book sketch symbolizing knowledge and unconventional thinking in wealth management.

wealth · preservation · management

Registered Portfolio Manager

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Angels protecting a bundle of cash, symbolizing wealth preservation and security.

Performance. Don’t take our word for it.

Our Growth Model Portfolio is up 18.15% compound annual growth rate (CAGR) since June 30, 2017.

wpm growth model portfolio

Performance independently recalculated by DeVisser Gray LLP. Click here for their report.

Knowing what you know now, would you hire your advisor again?

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*Return is shown in Canadian dollars, gross of WPM's 2% fee. Past performance doesn't guarantee future results. Investing involves risk, including the possibility of losing money. WPM was registered with the BCSC in March 2023, though the same portfolio manager, James McKnight, has managed the Growth Model Portfolio continuously since inception. Details on benchmark selection here. Details on performance calculations here.

Woman reading by the window, symbolizing the realization that the investment industry is failing clients.

Dog staring at an empty food bowl, symbolizing the "dog food" retirement provided by poor investment advice.

The status quo has a price.

Stale advice. Soft results.

That is not safety. It is mediocrity with a management fee.

Dog thinking about a full bowl of food, representing a secure retirement achieved with an independent portfolio manager.

Old ship in stormy financial waters, illustrating the need for a professional investment advisor to navigate risk.

Open book sketch symbolizing knowledge and unconventional thinking in pursuit of excellent investment returns.

Most investors don’t lack options. They lack clarity.

What you need is disciplined judgment from someone legally bound to put you first.

And what you want is results, not reassurance.

Quill and ink well, symbolizing the focused diligence of an independent investment advisor.

Tree with visible roots, symbolizing the strong financial foundation from professional portfolio management.

We buy with discipline.

We hold with patience.

We own a few great companies and we let them work.

Very tall, thin tree, illustrating the strong, compounding growth we achieve for our clients.

What Our Clients Say

“Building Substantial Portfolios Through Long-Term Partnership”
James McKnight has been my broker for over 20 years. His efforts have resulted in building my modest investments into a very substantial portfolio. I highly recommend James and Wealth Preservation Management to anyone wanting to earn impressive returns on their investments with the peace of mind that a knowledgeable professional is providing you with exceptional advice. In addition, a personal relationship with your broker, as I have with James, will quickly evolve giving you access to a well-informed expert with a phone call or email. You will be treated as an individual and colleague rather than an obscure client.
Tom M

“15 Years of Integrity and Expert Financial Guidance”
I’ve worked with James McKnight as my financial advisor for 15 years, and I couldn’t recommend him more. He’s knowledgeable, trustworthy, and always takes the time to understand my goals and explain things clearly. James’s guidance has not only given me peace of mind through changing markets but has also delivered very strong financial results. His care and integrity make him stand out, and thanks to him, I feel confident about my financial future.
Joan H

“Decades of Proven Experience in Family Wealth Building”
James McKnight has been my stock broker and financial advisor since 2003. He and his company Wealth Preservation Management have excelled in their performance with regards to managing our investments during that period. Wealth Preservation Management has been getting better annual results the longer we have been with them. James has been responsible for getting an average of annual double digit returns (above 17% in the last 7 years - after fees) and growing my and my families portfolio by 800% during that time. In other words roughly doubling our total savings every 4 to 5 years. An exceptional performance that many friends I have referred James to find hard to believe. WPM does what they say/advertise putting me as the client first and concerned primarily with growing our assets. They have built our families wealth to the point that we will retire well off, not struggling financially.
Dick W