What Sets Us Apart

Your success is our priority, and we adapt to meet your evolving needs.

Specializing in the entrepreneur and content creation community

We focus our resources and energy on serving entrepreneurs and content creators, building specialized expertise and strategies to meet their unique needs.
This focus builds specialized expertise for entrepreneurs and content creators in every aspect of wealth management, from aligning business goals with personal life goals to creating cash flow and savings systems that manage volatility. We also leverage exclusive tax strategies for business owners, such as Individual Pension Plans (IPP), corporate life insurance, and Retirement Compensation Arrangements (RCA), ensuring tailored solutions for long-term wealth-building success.

Wealth planners and accountants form a powerful combination.
By combining accountants’ tax expertise with our scenario planning tools, we can test and validate various tax strategies, assessing their long-term impact on your wealth and ensuring a more comprehensive and effective approach to your tax planning.

We adopt wealth-building strategies that align with your natural behaviours. Here’s how we use behavioural science to help you build your wealth:

Cash Flow System: Our cash flow system is rooted in behavioural science to help you manage spending, pay down debt, and save more efficiently.
Investment Behavioural Coaching: According to 2024 research by Dalbar QAIB (add hyperlink below), investors underperform their own investments by 2.14% due to emotion-driven decisions. Over a 30-year period, this can result in a 44% loss of wealth. We help close this gap through ongoing behavioural coaching, empowering you to make informed, rational investment decisions and fully leverage the market’s potential.
• Dalbar QAIB 2024: Investors are Still Their Own Worst Enemies | Index Fund Advisors, Inc.
Save More Tomorrow: Pioneered by Shlomo Benartzi and Richard Thaler, the Save More Tomorrow program helps you save more by avoiding cognitive biases like present bias and loss aversion.

We empower our clients with the knowledge needed for true financial freedom. Through written and video content, as well as webinars, we educate entrepreneurs on key topics such as investment, taxes, retirement, and profit.

We’ve adopted an investment philosophy developed by Dimensional Fund Advisors, grounded in Nobel Prize-winning research.
This approach leverages data and evidence to build a low-cost investment strategy with strong diversification and sustainable processes, providing peace of mind while generating the returns needed to achieve your goals.

Our wealth plans are built around your life, not just the numbers.
We begin by getting to know you, your family, and your business in detail, so we can understand your life goals and values. From there, we create a wealth plan tailored to them. This means asking questions like, “What would you do if money didn’t matter to you?”

Our financial planning tools allow us to adopt a collaborative approach, where we build your plan together in real time, showing you the impact of various scenarios and strategies.
It also lets you adjust the financial plan and scenarios on your own, giving you immediate visibility into the effects of different choices.

We are not tied to any specific bank or insurer, allowing us to provide objective, unbiased advice tailored to each client’s unique financial situation. At the core of our services is financial planning, not product-selling. We collaborate with accountants like you to deliver seamless, trustworthy planning without the conflict of interest tied to selling products.

We give clients the option to choose between a full-service approach or an advice-only model. This ensures that our advice remains completely unbiased, allowing clients to work with external providers for any products they may need, while still benefiting from our objective financial guidance.