Invest with People who are invested in you
Welcome to Di Prata Wealth Partners
Trusted by families, professionals, and retirees who want clarity, structure, and confidence in their financial decisions—not noise, jargon, or one-size-fits-all advice.
We’re a British Columbia–based wealth management team dedicated to helping you grow, preserve, and transfer wealth with care and intention. Our approach combines disciplined investing with thoughtful planning—connecting your portfolio, tax strategy, retirement goals, insurance needs, and estate planning into one coordinated plan that supports what matters most to you.
Whether you’re building your future, preparing your legacy, serving as an executor, or navigating an inheritance, our role is simple: to provide steady guidance, clear options, and a plan you can feel good about—every step of the way.
Our services
Executor & Inheritance Wealth Management
Navigate estate administration and inheritance with professional guidance from Di Prata Wealth Partners, ensuring your legacy is managed with care and efficiency.
Legacy Planning for Families
Create a lasting legacy with tailored estate and wealth transfer strategies from Di Prata Wealth Partners, securing your family’s financial future.
Estate Planning
Plan for the future with confidence. Di Prata Wealth Partners offers adept estate planning services to protect your assets and ensure your wishes are honored.
Investment Planning
Achieve your financial goals with a customized investment strategy from Di Prata Wealth Partners, tailored to your risk tolerance and time horizon.
Retirement Planning
Secure your retirement with personalized planning services from Di Prata Wealth Partners, ensuring a comfortable and financially stable future.
Tax Planning
Optimize your tax situation with strategic planning from Di Prata Wealth Partners, minimizing liabilities and maximizing long-term savings.
Insurance Planning
Protect your financial future with comprehensive insurance planning tailored to your unique needs.
Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage, please inquire for more information.