Christian Dy

Owner/Senior Advisor, Educator

Christian is a proud qualifier of the Million Dollar Round Table (MDRT), which has memberships around the world enabling him to collaborate with the top advisors in his industry world-wide.

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.

Education

B.Sc Mathematics

B.Ed, MA, MBA Finance

Awards

• 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

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.

Education

B.Sc., CHS, SMCP

Kat Scott

Insurance Associate / Administrator

Kat is the organizational backbone of our team. As a Licensed Assistant, she expertly manages the day-to-day operations with precision and care. Known for her exceptional attention to detail, Kat ensures that every client experience is seamless—from insurance applications and policy reviews to ongoing administrative support.

Kat also plays a key role in social media management and graphic design, bringing creativity and a fresh perspective to the team’s online presence. Originally from New Zealand, she brings a warm, approachable energy and a global outlook to everything she does.

When she’s not supporting clients or creating engaging content, Kat enjoys spending quality time with her two young children, especially during summer camping trips and lake days. Her dedication, creativity, and organizational talent make her an invaluable part of the team.

Jean Ubaldo

Investment and Insurance Associate

Jean is an essential part of our team, providing expert support in insurance and investment administration, client service, and general bookkeeping. She keeps operations running smoothly and ensures every client interaction—from policy management to account maintenance—is handled accurately and efficiently.

Known for her reliability, attention to detail, and positive approach, Jean thrives on organization, record-keeping, and licensing compliance. She has a knack for solving problems with coffee and a good spreadsheet, and her journey from Health Care to the corporate world shows just how far curiosity can take you.

When she’s not supporting clients or keeping the team on track, Jean enjoys spending time with her family, staying active, and hanging out with her kids. Her professionalism, approachable energy, and dedication make her an invaluable member of the team.

Melissa McGregor

Executive Assistant

Melissa plays a vital role in ensuring the smooth operation of our team by managing scheduling, calendar coordination, and client communications with professionalism and efficiency. She supports clients by addressing their requests, preparing essential documentation, and performing detailed property analyses to assist our financial advisors in delivering well-informed guidance.

In addition to conducting initial consultations with prospective financial planning clients, Melissa maintains our CRM and database systems, coordinates events, and undertakes special projects as assigned by the advisors. Her meticulous attention to detail and dedication contribute significantly to the seamless delivery of our services.

Beyond her professional commitments, Melissa is a dedicated advocate for animal welfare and follows a vegan lifestyle. She shares her home with two cats, Penelope and Juno. Melissa holds certifications in Makeup Artistry, Lash Extension Application, Brow Lamination, and Lash Lift. She is also the author of the children’s book Ainsley & Owen, an Unexpected Friendship, demonstrating her creative talents and passion for storytelling.

Armaan Gulamhussein

Real Estate Analyst Associate

We’re pleased to introduce Armaan, a key addition to our team dedicated to robust real estate analysis. Armaan dives deep into potential new markets, conducting comprehensive research and cost-benefit analyses to uncover promising investment opportunities.

By expertly calculating cash flow, cap rates, and return on investment, Armaan delivers the precise data our clients need to evaluate the viability and profitability of real estate ventures. His work helps our clients navigate the complex property market with greater confidence and clarity.

Armaan’s analytical mindset and commitment to detail make him an essential part of our mission to bring high-quality, cash-flowing properties to our clients.