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 October 23 | 2:00 pm

Considering Practicing in the US? Mistakes to Avoid

Considering Practicing in the US? Mistakes to Avoid

  • Cross border workers: investment structure mistakes
  • Challenges to consider for Canadian citizens returning...

Wednesday October 27 | 6:30 pm

Cash Flowing Investment Properties outside of BC

Cash Flowing Investment Properties Outside of BC 2021 Webinar 6:30 PM Wednesday October 27th

  1. Do any properties outside of BC offer cash flow for investors? Wher...

Saturday October 30 | 10:00 am

Finances 101

This complimentary 1 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 October 30 | 11:30 am

Webinar Title: Benefit Plans for You and Your Employees

Webinar Title: Benefit Plans for You and Your Employees

  • Adding flexibility to your benefits with health and wellness spending accounts
  • Employers and employees...

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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