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 March 28 | 9:00 am

Client Monthly Report 

Client Monthly Report  Date: Sunday March 28, 2021 Time: 9am-9:30am

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

Thursday February 25 | 6:30 pm

Dental Greatest Advice Webinar Series

Dental Greatest Advice Webinar Series Date: Thursday February 25th Time: 6:30pm-7:30pm Guest: Dr. Mike Mah As a value ad...

Saturday February 27 | 9:00 am

Client Monthly Report

Client Monthly Report  Date: Saturday February 27, 2021 Time: 9am-9:30am

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

Saturday March 6 | 10:00 am

Finances 101

This complimentary 2 hour session is designed to help couples understand key financial issues, while sharing practical advice. Strategies will be given by professionals in the real estate and financia...

Wednesday March 10 | 6:00 pm

Stocks & Real Estate Outlook 2021

Date: Wednesday March 10th Time: 6pm-6:30pm

  • Economic outlook for 2021
  • Are real estate prices going to fall?
  • What areas will be...

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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