It takes courage to look wrong early and be right in the long run™
ADRIAN C. SPITTERS TEAM
Our Team and Independent Specialists
A coordinated relationship. The right question with the right professional.
Adrian C. Spitters leads PFC Wealth Solutions™. The wider team exists so a family’s questions can be organized, introduced and followed through without asking one person to be every specialist.
Legal, tax, insurance, and investment specialists stay independent. PFC introduces the question and coordinates the work. Those professionals are not PFC employees, and they do not replace your existing advisers unless you choose that.
The Right Expertise for Each Decision
Different decisions call for different expertise. Adrian brings the wider wealth plan together and helps coordinate the professionals needed for particular questions. Depending on your circumstances, this may involve investment, insurance, tax, legal, estate or succession expertise. Your existing advisers can remain part of that coordinated process.
Investment and Portfolio Expertise
Investment decisions need to fit your income needs, access to money, tolerance for risk and wider family priorities. Securities advice and discretionary portfolio management involve distinct professional roles. Adrian helps coordinate these decisions within your wealth plan, with each service provided in the appropriate capacity and under its applicable agreement.
Insurance and Estate Liquidity
Your family, business or estate may need access to money when circumstances change. Insurance planning considers those needs alongside your other assets and obligations. Advice is provided through appropriately licensed individuals and coordinated with your wider wealth and estate arrangements.
Tax, Legal and Succession Expertise
Ownership, estate arrangements, business or farm succession, and cross-border decisions may require independent tax or legal advice. Adrian helps organize the questions and coordinate the relevant professionals, including your existing accountants and lawyers. Each professional remains responsible for the advice and services provided within their own engagement.
President and Private Wealth Advisor
Adrian C. Spitters, CFP®, FCSI®, CEA
Known as The Son of a Dutch Farmer, Adrian has worked with business owners, farmers, professionals, affluent retirees, and family wealth stewards since 1987, helping them bring every part of their financial lives together.
Executive Assistant to Adrian C. Spitters
Natasha Hodnik
Natasha coordinates inquiries, meetings, documents, information, and follow-up for Adrian and PFC. She keeps each relationship organized and directs questions requiring professional judgment to Adrian for review.
PFC Team Member | Referral Source
Laura Riddoch
Referral relationship: Referral compensation may apply if professional services are later engaged.
Laura helps people organize questions, make a thoughtful introduction to Adrian and PFC, and stay connected as professionals become involved. She brings careful planning, clear communication, and dependable follow-through.
PFC Team Member | Real Estate Referral Source
Jordan Spitters
Family and referral relationship: Jordan is Adrian C. Spitters’ nephew, and referral compensation may apply if professional services are later engaged.
Jordan helps clients coordinate their financial and property priorities, then connects appropriate inquiries with Adrian and PFC. His real estate services are provided separately through his licensed real estate brokerage.
Independent Specialists
Estate, Succession and Cross-Border Planning Merrick Wealth™ • Independent Professional Practice
Peter J. Merrick, TEP®
Each practice is responsible for its own services, agreements and applicable disclosures. Any referral arrangement and compensation are disclosed where applicable. View relationship disclosures
For estate, succession or cross-border planning, Adrian can introduce you to Peter J. Merrick, TEP®, and his team. Peter helps coordinate the appropriate legal, tax and insurance professionals around the decisions that need attention.
PFC Wealth Solutions™ Professional Network
External Real Estate Referral Partner | Real Estate Market Analyst and Researcher
Bill Coughlin
Referral relationship: Referral compensation may apply if professional services are later engaged.
Bill brings more than forty years of Vancouver real estate research and market perspective. Independent of PFC, he may receive appropriate real estate introductions when his research and experience are especially relevant.
Real Estate Professional | Team GRC | eXp Realty of Canada, Inc.
Jatinder Kaur Grewal
Referral relationship: Referral compensation may apply if professional services are later engaged.
Jatinder introduces readers to The Real Estate Wealth Illusion™, published by The Merrick Spitters Reset Report™. Her real estate services are provided separately through Team GRC and eXp Realty of Canada, Inc.
External Business Systems Partner | MP Media Design and Marketing
Mitchell Potts
Referral relationship: Referral compensation may apply if professional services are later engaged.
Mitchell brings twenty-seven years of website, brand and business-system work through MP Media Design and Marketing. Independent of PFC, he may receive an introduction when a company needs one branded system for leads and follow-up.
Let’s Bring the Right Expertise Together
Start with a conversation about what you own, what you want to protect and the decisions ahead. We can identify where greater coordination or specialist input may help.
A complimentary 45-minute introductory conversation with no obligation to proceed.
PFC Wealth Solutions™
Financial Planning and Insurance Advice
Adrian C. Spitters is a licensed insurance agent and President of Performance Financial Consultants Ltd., the licensed insurance agency through which his insurance business is conducted. PFC Wealth Solutions™ is a trade name of Performance Financial Consultants Ltd.
Information on this website is general and does not constitute financial, investment, insurance, legal or tax advice, or an offer or solicitation.
Insurance Advice
Insurance Processing
Insurance business is submitted and processed through MAX Financial Ltd. and applicable insurers.
Investment & Portfolio Relationships
Securities Advice
Adrian C. Spitters provides securities advice in his separate capacity as a Dealing Representative of Axcess Capital Advisors Inc. Any discretionary portfolio-management services are provided by independent portfolio managers under separate agreements.
Relationship Disclosure Information
Referral Relationship
Precious Metals Referrals
Direct precious-metals introductions may be made to New World Precious Metals under a separately disclosed referral arrangement.
Legal, Privacy & Disclosures
Corporate Policies
Relationship Disclosures
• Axcess Capital Advisors Relationship Disclosure
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