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

Thursday October 15 | 6:00 pm

Hot Areas to Invest: Vancouver Real Estate during Covid19

Hot Areas to Invest: Vancouver Real Estate during Covid19 Date: Thursday October 15th Time: 6pm-6:30pm

Saturday October 31 | 9:00 am

Stock and Real Estate Update

Stock and Real Estate Update  Date: Sunday October 31st Time: 9am-9:30am

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

Saturday November 7 | 9:00 am

Finances 101

Date: Saturday November 7th Time: 9:00AM – 11:00AM Location: Online Topics:

  1. Understanding ROI and Stress T...

Thursday November 19 | 6:00 pm

Stocks VS Real Estate in Vancouver: Which is the better investment in 2020/2021?

Stocks VS Real Estate in Vancouver: Which is the better investment in 2020/2021? Date: Thursday November 19th Time: 6pm-6:30pm

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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