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Our Unique Edge

We coach vs advise, educate over instruct, use strategies over products, focus on your wants instead of needs, and together we customize a plan that has redundancies in place making it impossible for you to fail.

Our Mission

To mentor Families with businesses looking for a path to financial freedom, through education and implementation of leading-edge financial strategies.

Our Vision

To continue challenging and breaking the boundaries of typical financial planning by educating thousands of Canadian families on defense first planning so they can experience everything life has to offer without financial fear holding them back.

There are 2 main ways you can work with us:

If you’re looking for a specific product or service, we will set up a meeting to help you with this specific need.

If you’re looking for education and to work with a Financial Coach long term, the first step would be to book a no-cost or obligation discovery meeting with us. This meeting helps you understand how we work with clients and outlines the vision for your financial future.

The Financial Gane Process can take between 6-8 meetings depending on the complexity of your financial life and including the following steps:

IDENTIFY

Review all your financial data as well as your wants and dreams to create a road map for us going forward. Identify possible area’s of concern to understand were we should focus our time.


EDUCATION

Teach you about the rule for prosperity and how to create a plan that will not fail. Educate you on:

  • creating a savings process
  • creating a liquidity buffer
  • all defensive products that are relevant to you
  • how to manage debt
  • all asset classes available to you
  • how to create a diversified investment portfolio
  • how to create long term retirement income

IMPLEMENT

We provide a full recommendation sheet so you can decide the actions you want to take to improve your financial position with full understanding of the advantages and disadvantages of each move.


ACHIEVE

Review the process and the changes you wanted in your model. Review next steps and continue to maximize your model each year to help you be in the best position you could possibly be in.


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Learn More About Us


  • The Financial GANE Process (Financial Education)
  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Retirement Income Planning
  • Business Succession Planning


  • Stocks/Bonds
  • ETFs
  • Private Mortgages or MICs
  • Private Equity
  • Private Debt
  • Life Insurance
  • Disability & Critical Illness Insurance
  • HSA’s or Group Benefit Insurance
  • Manulife One Mortgages
  • Manulife Personal or Business Advantage Accounts


  • British Columbia, Alberta, Saskatchewan, Ontario, and Nova Scotia