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 1 | 9:00 am

Robin Hood Client Appreciation Event

As a small gesture of appreciation for your continued business and support, we invite you to join us for our upcoming cli...

Saturday October 13 | 9:00 am

Investing Basics for Doctors

As part of his commitment to financial literacy education, Chr...

Monday October 22 | 5:30 pm

Management of Medical Emergencies in the Dental Office

Management of Medical Emergencies in the Dental Office Speaker: Dr. Ray Grewal, Oral Surgeon, President BC Dental Association The course will highlight the identification, manag...

Saturday September 8 | 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...

Wednesday July 18 | 12:00 pm

RMT Financial Planning - Mistakes to Avoid Webinar

New Practice: Dos and Don'ts Budgeting: Home, Investments Marketing: Growing your business This workshop will give newer RMT's informatio...



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.