We are financial advisors and educators who are passionate to help clients achieve long term wealth.

Our experts specialize in stocks and real estate investing, and 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

Thursday June 30 | 6:30 pm

Best Cash Flowing Real Estate Deals in BC 2022

Best Cash Flowing Real Estate Deals in BC 2022 Date: Thursday June 30, 2022 Time: 6:30 pm - 7:30 pm Pacific Time Location:...

Saturday July 9 | 10:00 am

Mortgages/Real Estate Update 2022 for Doctors and Dentists Part 2

Mortgages/Real Estate UPDATE 2022 for Physicians and Dentists Part 2

  1. Mortgage Outlook: Fixed vs. Variable?
  2. Returning to Canada: Rules for Getting a Mortgage

Wednesday July 20 | 6:30 pm

Cash Flowing Real Estate in BC's Fraser Valley

Cash Flowing Real Estate in BC's Fraser Valley Date: Wednesday July 20, 2022 Time: 6:30 pm to 7:30 pm Location: Online T...

Sunday July 31 | 9:00 am

Client Monthly Report 

Client Monthly Report  Date: Sunday July 31, 2022 Time: 9am-9:30am

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