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 July 31 | 10:00 am

Real Estate Investing Basics for Doctors Part 1

  1. How to compare areas to invest?
  2. Learning ROI and Cap Rates
  3. Asking the right questions to analyze
The...

Saturday July 24 | 9:00 am

Client Monthly Report

Client Monthly ReportĀ  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...

Saturday August 14 | 11:00 am

Cash Flowing Investment Properties in Lower Mainland Vancouver 2021

Cash Flowing Investment Properties in Lower Mainland Vancouver 2021

  1. Do any properties cash flow for investors? Abbotsford? Nanaimo? Langley?
  2. How to analyze th...

Saturday August 21 | 9:00 am

Client Monthly Report

Client Monthly ReportĀ  Date: Saturday August 21, 2021 Time: 9am-9:30am

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

Vlog

03:24

Marketing for Healthcare Professionals

Promotional video for our upcoming session.

30 0
36:14

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

57 0
11:30

1st Year UBC Dentistry Greatest Advice

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

1394 0