1
Meet and Greet
This meeting is complimentary, with no obligation. We learn what you are working with and what needs attention first.
Get your finances into peak shape
You look after everything else. We look after your financial health, and keep more of your money in your pocket instead of the TAXMAN's.
- ★★★★★ Google reviews
- Advising since 2013
- Licensed in BC and Ontario
- Fees explained upfront
Who's looking after your financial health?
You spend your time looking after your work, family and everything else. Meanwhile, missed deductions can leave you paying more tax than necessary. The wrong salary and dividend mix can quietly drain money from your business each year. Insurance cover you have never checked may also leave expensive gaps when life changes.
Which financial pressures sound familiar?
Start with the stage that feels closest to your life right now.
Getting Established
Build savings, choose your first policy and make confident decisions before life gets more expensive.
See who we helpCareer Professionals
Balance your salary, mortgage, children and taxes while your income and responsibilities grow.
See who we helpBusiness Owners
Coordinate corporate tax, personal income and protection without leaving money on the table.
See who we helpApproaching Retirement
Turn your savings into reliable income while managing tax and protecting your estate.
See who we helpWhat can your plan bring together?
Your finances work better when tax, retirement, investments, your estate and insurance support the same plan.
How do we put your plan into action?
2
Solutions Meeting
You get a written plan. We then put it in place with you and work alongside your accountant.
3
Wealth and Maintenance
We meet twice a year to review your plan and adjust it as your work, family and priorities change.
What can focused planning change?
These example results are placeholders until the full case studies are ready.
What do people say after working with us?
Verified review copy will be added here when it is supplied.
“Client review to be added.”
“Client review to be added.”
“Client review to be added.”
“Client review to be added.”
Who will look after your financial health?
What do people ask before we meet?
Do I need to be incorporated to work with you?
No. We work with individuals, families and business owners at different stages. Your first assessment helps us understand what you need and whether we are a good fit.
How are you paid?
We explain every fee before you decide to proceed. The way we are paid depends on the planning, investments or insurance included in your written recommendations.
Do you work with people outside Vancouver?
Yes. We work with people across British Columbia and Ontario, both in person and through virtual meetings.
What happens in the complimentary assessment?
We spend 20 minutes learning what you are working with, what concerns you and what you want to improve. There is no obligation to continue.
Ready to get your finances into better shape?
Bring your biggest money question to a complimentary 20-minute assessment.