City Fiduciary Group

Our Mission

At City Fiduciary Group, our mission is to empower individuals and businesses in the Vancouver metropolitan area to achieve their financial goals through personalized wealth management and planning. We believe in building strong, lasting relationships with our clients, understanding their unique situations, and crafting customized plans that align with their aspirations.

Our Team

Our team is comprised of experienced professionals with diverse backgrounds, all sharing a passion for helping clients achieve financial success. We are:

• Scott Lowe, A.A.M.S.: Wealth Manager and Owner
• Matt Pulsipher, ChFC, CFP, NSSA: Wealth Manager and Owner
• Jeff Brooks, BFA: Wealth Manager and Owner

Our Services

Our comprehensive services cover a wide range of financial areas to meet your diverse needs. We offer:

Tax Services

• Tax planning and preparation
• Retirement planning and analysis
• Estate and inheritance planning
• Small business consulting

Wealth Management

• Investment portfolio management
• Goal setting and financial planning
• Risk management analysis
• Performance reporting and review

Special Expertise

• Insurance planning for second homes
• Qualifying for Medicare before 65
• Safety and security assessments for pools and spas

Client-Focused Approach

We believe in a collaborative and personalized approach to client relationships. We:

• Listen attentively to your needs and goals
• Develop customized plans based on your unique circumstances
• Communicate clearly and regularly to keep you updated and ensure transparency
• Adapt and adjust your plan as your life and financial goals evolve

Our Commitment

At City Fiduciary Group, we are committed to:

• Providing exceptional client service
• Maintaining the highest ethical standards and transparency
• Delivering personalized and timely responses
• Empowering you with financial knowledge and guidance
• Building lasting relationships with our clients