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

Tuesday May 24 | 6:00 pm

Best Real Estate Deals in Alberta 2022

Best Real Estate Deals in Alberta 2022

  1. Market Outlook Alberta 2022
  2. Off Market deals in Edmonton
  3. Strategic Partnership Opportunities

Saturday May 28 | 9:00 am

Client Monthly Report 

Client Monthly Report  Date: Sat May 28, 2022 Time: 9am-9:30am

  • Stock and Real Estate Outlook
  • Mortgage rates and predictions

Wednesday June 1 | 6:00 pm

Dentist Tax Challenges and Solutions

Dentist Tax Challenges and Solutions Date: Wednesday June 1st, 2022 Time: 6:00 pm to 7:00 pm Topics covered will include:...

Saturday June 4 | 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