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

Sunday June 28 | 9:00 am

Real Estate Update

Real Estate Update Date: Sunday June 28th Time: 9am-9:30am

Real Estate Outlook
Mortgage rates and predictions

Saturday June 6 | 9:00 am

Market Update: Dividend Stocks

Market Update: Dividend Stocks Date: Saturday June 6th Time: 9:00AM – 9:30AM Location: Online Topic: Using the Basi...

Saturday June 6 | 10:00 am

Investing in the Stock and Real Estate Market: Basics 102

Investing in the Stock and Real Estate Market: Basics 102 Date: Saturday June 6th Time: 10:00AM – 11:00AM Location: Online

Wednesday June 10 | 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...

Friday June 12 | 1:00 pm

Financial Planning for Dental Grads

Financial Planning for Dental Grads
Date: Friday June 12th Time: 1:00PM – 2:00PM Location: Online Topics:

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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