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 December 2 | 9:00 am

Getting Hired as a Dental Associate

  1. Top Mistakes to Avoid
  2. Interviewing Tips
  3. Finding the Right Fit
  4. ...

Saturday October 28 | 1:00 pm

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...

Sunday November 26 | 9:30 am

Healthy Family: Mistakes to Avoid with New Baby

  1. Critical Safety Tips: Burns, Choking, Falls, Sleep, and Car Safety.
  2. Keeping Mom Healthy: Steps to Ensure Optimal Well-Being
  3. Reducing Financial Stress: Budget Planni...

Saturday November 25 | 9:00 am

RMT Financial Planning Webinar

New Practice: Mistakes to Avoid Budgeting: Home, Car, Investments Marketing: Growing your business This workshop will give newer RMT's in...

Vlog

06:09

Dental Referral Advice

What should an advisor do for you?

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06:22

Are you Financially Stuck? Why you need a Financial Plan......

"All of the problems of the world could have been solved when they were small." (Lao Tzu) Is it time to deal with your finances??

13 0
05:55

Saving Money on Taxes if Self-Employed Incorporated

You can deduct health expenses for you and your family. This is how.

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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.