Our Story

Where Precision Meets Passion in Financial Planning

Empowering Entrepreneurs and Content Creators

Our approach emphasizes cash flow planning, because we believe this is the area where most entrepreneurs face the biggest gaps. We’re here to help you optimize your cash flow, manage debt, and build wealth for the future, so you can enjoy the fruits of your labor without the constant worry. We believe in the power of strong partnerships with accountants to offer truly holistic financial guidance. By combining tax, financial, and cash flow planning, we provide a comprehensive service that addresses the full scope of your financial needs.
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Our Mission

At AcctWealth, our mission is to help entrepreneurs and content creators turn their success into lasting wealth. We know that the entrepreneurial journey is exciting but often volatile, and many entrepreneurs struggle to convert their hard-earned success into long-term financial stability. That’s where we come in.
about us story acctwealth

Our Journey

We focus on providing evidence-based financial strategies, especially in behavioural finance, to help you manage emotions and stay disciplined. With the overwhelming amount of financial information available today, we guide you in making smarter, data-driven decisions that keep you on track toward your goals.

Serving Canadians Coast-to-Coast

While we are based in, Calgary, AB. We provide virtual services to clients across the country, ensuring that entrepreneurs everywhere can access the expert financial advice they need.
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Meet Jin: The Entrepreneur Who Understands Your Journey

Hi there! I’m Jin, founder of AcctWealth.

With over 10 years in the financial industry, I’ve developed skills to guide my clients on their financial journeys. However, my path began outside traditional finance—launching my first business after college, providing analytical services to boutique investment banks.

I know firsthand the challenges of entrepreneurship, from the financial ups and downs to the emotional rollercoaster. Entrepreneurship excites me, and I find myself having the best conversations with like-minded entrepreneurs and content creators, which is why I’ve specialized in supporting this community.

I’m a Korean Canadian, born in South Korea and raised between Korea and Canada. I’ve always had a passion for video gaming, coming from a culture where professional gaming is considered a sport! Outside of work, I love cooking and eating (mostly eating, to be honest), and I enjoy lifting weights—it helps me feel better about all the food I eat. One of my regrets? Not entering an eating competition in my 20s, when I could actually handle more without the sugar crash.

Enough about me—I’d love to learn more about you and connect. Please feel free to reach out.

Why Choose Us?

Experience, Expertise, and Excellence in Paraplanning

Tailored Solutions

We design plans for your unique needs.

Certified Experts

Team of experts and professionals

Transparent

Integrity and trust in every interaction.

Advanced Tools

Modern tools ensure precise financial planning.

Meet Our Team

Experienced,
Team Members

Every financial journey starts with a vision. At AcctWealth, we are passionate about transforming aspirations into actionable plans. With a commitment to clarity, trust, and results, we aim to empower you to take charge of your financial future with confidence and peace of mind.

Web Developer

Adam Deoid

Ui/UX Designer

Jerzzy Lamot

Content Writer

Anne Adams

Seo Marketing

Jennifer Rea