We are financial advisors and educators who are passionate to help clients achieve long term wealth.

Our experts specialize in stocks and real estate investing, and have been award recipients for the Outstanding Educator award by the BCAMT Association and Ranked #1 (2014) Living Benefits Advisors with PPI 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

Tuesday March 28 | 6:00 pm

Mortgages/Real Estate Update 2023 for Doctors and Dentists

Real Estate Outlook 2023 for Doctors and Dentists

  • Qualifying for new mortgage rates and stress test
  • Renting v...

Thursday March 30 | 5:00 pm

Women in Dentistry and Medicine Investor Education Night

Are you a female dentist, physician, business owner, entrepreneur? Would you like to learn ways to feel more confident running your own business or investing in stocks and real estate? Join us f...

Wednesday April 5 | 6:00 pm

Cash Flowing Real Estate Alberta

Title: Cash flowing Real Estate Alberta Date: Wednesday April 5th, 2023 Time: 6 pm to 7 pm Pacific Standard TimeHouses, Condos, Multi-units, co...

Tuesday April 18 | 6:30 pm

Women, Wealth and Wellness

Are you a dentist, doctor, or entrepreneurial woman who wants more, professionally and personally? Join Christian Dy and special guest, Ranchelle Van Bryce, for an exciting, upcoming webinar design...