We are financial planners and educators who are passionate to help clients achieve long term wealth.

Our experts have been award recipients for the Outstanding Educator award by the BCAMT Association and Ranked #1 (2014) Living Benefits Advisors with PPI with top 1% rankings from 2012 to present.


I am a Doctor


looking to implement a financial plan.

I am a Doctor


looking to implement a financial plan.

I am a Business Owner


looking to invest in my corporation.

I am a Retiree


looking to plan my legacy.

I am a Mom


looking to review our finances.

I am a Homeowner


looking to get the right insurance.

From medical professionals, to new families, to business owners, we create financial plans that perfectly fit into any lifestyle.

Upcoming Workshops

Saturday June 19 | 9:00 am

Real Estate Strategies for Investors Webinar

Real Estate Strategies for Investors Webinar

  1. Strategies to multiply your real estate investments
  2. Which are the best lenders to use and when?
  3. Holdi...

Saturday June 26 | 9:00 am

Client Monthly Report

Client Monthly Report  Date: Saturday June 26, 2021 Time: 9am-9:30am

  • Stock and Real Estate Outlook
  • Mortgage rates and predictio...

Tuesday June 29 | 6:00 pm

Structuring Your 1st Year of Practice

Topics:

  1. Starting or Joining a Practice: Dos and Don’ts
  2. Tax Planning: First Years of Practice
  3. Incorporating: Top Mist...

Saturday July 24 | 9:00 am

Client Monthly Report

Client Monthly Report  Date: Saturday July 24, 2021 Time: 9am-9:30am

  • Stock and Real Estate Outlook
  • Mortgage rates and predictio...

Saturday July 24 | 10:00 am

Finances 101

This complimentary 2 hour session is designed to help couples understand key financial issues, while sharing practical advice. Strategies will be given by professionals in the real estate and financia...

Vlog

03:24

Marketing for Healthcare Professionals

Promotional video for our upcoming session.

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36:14

2019 09 22 09 00 First Year Dental School Best Advice Ever

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11:30

1st Year UBC Dentistry Greatest Advice

Advice I wish I had when I first started Dental School.

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