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

Tuesday April 16 | 6:00 pm

Learn from the Masters 2019 : 2 Professional Courses. Valued at 2.5 CE Credits

Learn from the Masters 2019: 2 Professional Courses

Date: Tuesday April 16th, 2019

Time: 6:00 pm to 9:00 pm

Sunday February 3 | 8:30 am

Dental Webinar - Practicing Outside of BC

Establishing a Dental Career Outside of BC

  1. Success in your first year of practice
  2. Pros and cons of practicing in another province
  3. Buying a practic...

Saturday February 23 | 9:00 am

Finances 101 for New Couples

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...

Sunday April 7 | 9:00 am

Accelerating your Wealth Series 2

This complimentary 2 1/2 hour workshop is designed to help our Professional clients understand more about the fundamental basics of investing, both in stock and real estate investment markets.

Saturday April 27 | 9:00 am

Healthcare Breakfast - Financial Education

Marketing: Growing your business Practice Ownership: Key Considerations Budgeting: Home, Investments This workshop will give members of t...



1st Year UBC Dentistry Greatest Advice

Advice I wish I had when I first started Dental School.

321 0

Preparing for Medical Residency

Buy or Rent? Pay loans or invest? How do I budget? Listen to see what fits you best.

94 0

Employment Law for Dentists

Do you have a dental practice or thinking of starting one? Do you know the legal basics of hiring/firing staff? This talk covers the basics of what dental owners ...

12 0

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.