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 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 January 30 | 9:00 am

Client Monthly Report

Client Monthly Report  Date: Saturday January 30th Time: 9am-9:30am

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

Saturday February 6 | 9:00 am

Running a Dental Practice in 2021 with Dr. Matt Kathan

Running a Dental Practice in 2021 with special guest speake...

Thursday February 11 | 6:00 pm

Stocks & Real Estate Outlook 2021

Stocks & Real Estate Outlook 2021 Date: Thursday February 11th Time: 6pm-6:30pm

  • Economic outlook for 2021
  • Are real...

Saturday February 20 | 10:00 am

Real Estate Investing for Doctors

Real Estate Investing for Doctors: Buying a Home During or After Residency?  Date: Saturday February 20th Time: 10am-11:00am

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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