We enjoy helping our clients navigate the big decisions and transitions in their lives.

Christian Dy

Owner/Senior Advisor, Educator

Christian is an award winning educator, team leader, and financial advisor.

When Christian took over his father’s business, he not only gained 40 years of experience but also brought his desire for helping his clients invest in real estate. He realized that traditional financial advisors were only focusing on wealth in the stock market, which went against his philosophy of growing wealth. His practice is now focused on working with clients who want to build their financial wealth in the real estate market. This is achieved with an integration of stock assets, combined with active and passive real estate investments. His team can not only do traditional financial planning for clients, but will also analyze and present new cash flowing real estate deals across Canada/US. When he is not advising clients or giving financial workshops, he can be found analyzing real estate investments, creating financial education videos for his YouTube channel, and volunteering locally and abroad with his philanthropic projects.


B.Sc Mathematics

B.Ed, MA, MBA Finance


  • Awarded the Outstanding Educator Award from the BCAMT Association
  • Ranked as the Top Living Benefits Advisor for PPI BC
  • Presently Ranked Top 1% of Living Benefits Advisors for PPI BC

Contact Christian

Joel Robertson

Associate Advisor

Joel is passionate about using his strength in numbers as a tool to help others. The definition of a client is someone under the care and protection of another, and Joel takes this responsibility seriously. He leverages his background in math and statistics daily to help clients understand how the risks they take will affect their future. Joel’s work is diverse, but what drives him is attempting to bring someone’s dreams and ideas to reality.

Joel is an avid golfer and outdoor sports enthusiast.



Contact Joel

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Award Winning Advice

Some of our awards and recognitions include:

Outstanding Educator in BC Award

By the BCAMT

Top 5 Living Benefits Advisor


#1 Living Benefits Advisor


We Believe in Giving Back to the Community.

Past Participant and supporter for projects in Africa and South East Asia:

Medical Aid for Vietnam

Institution for International Cooperation and Development

Current Team Leader for projects in Central America:

Opal House Guatemala

San Lucas Toliman