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 October 28 | 1:00 pm

Finances 101 for New Couples

This complimentary (75 min) 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 financi...

Sunday November 26 | 9:30 am

Healthy Family: Mistakes to Avoid with New Baby

  1. Critical Safety Tips: CPR basics, Car Seats, Child Proofing Home
  2. Keeping Mom Healthy: Steps to Ensure Optimal Well-Being
  3. Reducing Financial Stress: Budget Planning ...

Thursday September 28 | 6:00 pm

How to Make Money in Real Estate

A Collaboration of Speakers in Finance, Real Estate, Lending, and Law sharing their Expertise on Real Estate Investing. After this workshop you will understand:

Saturday September 30 | 9:30 am

Real Estate Investing for Doctors

This webinar is intended to teach our medical/dental clients the basics of real estate investing.

  • Mistakes to avoid when purchasing
  • Investing as a retirement vehicle
  • ...

Saturday November 25 | 1:00 pm

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...



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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Registered Massage Therapist Best Practices

Registered Massage Therapist best practices.

31 0

Graduated Medical School: Mistakes to Avoid

Mistakes to avoid for medical graduates.

69 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.