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 Solutions 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 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

Thursday May 23 | 6:00 pm

Vancouver Real Estate Update

Vancouver Real Estate Update 2019

  1. Real estate opportunities for 2019 in Lower Mainland
  2. Buying a Pre-Sale Condo: Dos/Don’ts
  3. Qualifying for the mo...

Sunday June 2 | 9:00 am

Accelerating your Wealth Series 3

This complimentary 2 1/2 hour workshop is designed to help our Dental and Medical Professional clients understand more about the fundamental basics of investing, both in stocks/real estate as well as ...

Saturday May 4 | 8:00 am

Dentistry in Alberta: Pros/Cons

Dentistry in Alberta: Pros/Cons

  1. Success in your first year of practice
  2. Practicing in AB vs. BC
  3. Buying Real Estate after Graduation

Saturday June 1 | 9:00 am

Finances 101 for New Couples

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...

Saturday April 27 | 9:00 am

Healthcare Breakfast - Financial Education

Marketing: Growing your business Practice Ownership: Key Considerations Budgeting: Home, Business This workshop will give members of the ...

Vlog

11:30

1st Year UBC Dentistry Greatest Advice

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

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16:09

First Paycheque for Medical Residents To Do List

Have you just started medical residency? What should you do with your first paycheque? Listen to here what the experts say.

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37:22

New RMT Mistakes to Avoid

Are you a new Registered Massage Therapist trying to avoid financial and business mistakes? This talk will give insights to help your personal and professional ...

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Feeling Stuck?

Start learning to understand your finances

Financial Planning for Beginners is an online course designed for young professionals who are ready to take control of their finances for long term success.