Who We Serve

Serving Western Canada, Wherever You Are in Your Journey

From the coast of British Columbia to the prairies of Manitoba, we provide virtual financial planning that bridges the gap between where you are and where you want to be.

More Than Just Investment Advice 

Money doesn’t exist in a vacuum, it touches every part of your life. Whether you are navigating the early years of your career, managing a sudden inheritance, or mapping out your retirement exit strategy, you need more than a spreadsheet. You need a partner who understands the human side of wealth.

We help you navigate the complex intersections of life and money, providing the clarity you need to make decisions with conviction, not hesitation.

Specialized Expertise 

While we serve a wide range of clients, we have developed deep "playbooks" for specific professions and life events. Explore our areas of focus below to see how we tailor our planning to your specific world:

• Financial Planning for Windfalls / Inheritance 

• Low Cost Financial Planning 

• Financial Planning for HENRY's (High Earner, Not Rich Yet) 

• Financial Planning for DINK's (Double Income, No Kids) 

• Financial Planning for FIRE (Financial Independence, Retire Early) 

• Financial Planning for University Professors, Academics, and Administration 

• Financial Planning for Airline Pilots 

• Financial Planning for Veterinarians 

• Financial Planning for Skilled Tradespeople 

• Financial Planning for the Film Industry 

• Financial Planning for Not-for-profit Executives