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 April 7 | 9:00 am

Preparation for Residency Webinar

Financial Planning While in Residency

  • Budgeting: Mistakes to Avoid
  • Loans/Investments: How to Prioritize
  • Real Estate: Should ...

December 2, 2017 | 9:00 am

Getting Hired as a Dental Associate

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

Saturday March 3 | 9:00 am

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...

November 25, 2017 | 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...



Vancouver Real Estate Predictions 2018

This video is about the new mortgage rules, pricing predictions, and how to stay safe if you are buying a home in 2018. By Christian Dy.

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Finances 101 Understanding Investment Options

A quick guide to understanding investment options.

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Getting Hired as a Dental Associate

A few easy steps on how to get hired as a dental associate.

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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.