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 August 1 | 9:00 am

Stock Market Update

Market Update Date: Saturday August 1st Time: 9:00AM Location: Online Topic: Using the Basic Warren Buffet Strategy t...

Wednesday August 12 | 12:00 pm

Hot Areas to Invest: Vancouver Real Estate during Covid19

Hot Areas to Invest: Vancouver Real Estate during Covid19

  • Deals in a Covid 19 real estate market - financing is the deal!
  • Are real estate prices going to fall...

Sunday August 23 | 9:00 am

Investing Basics 104

Date: Sunday August 23rd Time: 9:00AM – 10:00AM Location: Online Topics

  1. Understanding Strategies for High Income Profession...

Sunday August 30 | 9:00 am

Stock and Real Estate Update 

Stock and Real Estate Update  Date: Sunday August 30th Time: 9am-9:30am

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

Vlog

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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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