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

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 March 9 | 9:00 am

Healthcare Breakfast - Financial Education

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



1st Year UBC Dentistry Greatest Advice

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

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First Paycheque for Medical Residents To Do List

Have you just started medical residency? What should you do with your first paycheque? Listen to here what the experts say.

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New RMT Mistakes to Avoid

Are you a new Registered Massage Therapist trying to avoid financial and business mistakes? This talk will give insights to help your personal and professional ...

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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.