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 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

Saturday June 30 | 9:00 am

Employment Law for Dentists

Employment Law for Dentists

  1. ABCs of Hiring
  2. Legal Liability when Hiring
  3. Advice from J. Geoff Howard, Employment and Labourer Lawyer
This is an e...

Saturday June 2 | 9:00 am

Success in Your Family Medicine Residency

Success in Your Family Medicine Residency

  1. Mistakes to avoid
  2. How to start preparing
  3. Advice from Dr. David Mongar
This is an exclusive ...

Saturday June 23 | 9:00 am

Spring 2018 Market Update

Financial Market Update: Opportunities and Risks

  • Stock Market Outlook
  • Real Estate Analysis with special guest
  • Bond Market Trends
  • ...

Saturday July 28 | 9:00 am

Finances 101 for New Couples

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

Wednesday July 18 | 12:00 pm

RMT Financial Planning - Mistakes to Avoid Webinar

New Practice: Dos and Don'ts Budgeting: Home, Investments Marketing: Growing your business This workshop will give newer RMT's informatio...



Market Update June 2018

Stock market and Vancouver Real Estate update for June 2018 by Christian Dy Latitude West Financial.

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Starting Family Medicine Residency

Graduated medical school? Entering Family Medicine Residency? Great tips from Dr. David Mongar to listen to.

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Budget/ Tax/ Investment Planning

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Feeling Stuck?

Start learning to understand your finances

Financial Planning for Beginners is an online course designed for young professionals who are ready to take control of their finances for long term success.