Our Vision

We are a small company with big dreams. Our primary goal is to provide as many Canadians as possible with entertaining and informative financial information that is easy to understand. It is our belief that Canadians are getting into financial trouble because they lack the proper education and information and are never sure who or what to trust.

This is why we will create as much video and written content as possible to help you to understand the complex world of finance.

For this reason, we have decided to be as transparent as we possibly can be. We will provide our clients with a complete breakdown of every dollar we can make off of you should you choose to use our services and take our recommendations and are 100% confident that it will be substantially lower than any of our competition. We want you to be completely confident that the only reason we are providing you with the advice we are giving is because we believe it is in your best interest. Our goal is and always will be to make sure that our clients are better off financially because they chose to give us a chance.

Should we grow, we will only do so with the same two goals in mind: To provide education to all Canadians who want it, and to save and protect your money by showing you the best strategies available to you today.

Who Should Use Us?

Simply put, that answer is everyone. The only thing we can see that might deter some people is that we ask that you put a little bit of time and effort into providing us with the information we need. If you’re not into that, we can respect your decision as we know that won’t be for everyone.

Other than that, here are a few other reason why you might not use us:

If you love to have face to face meetings so much that you’re willing to spend enormous amounts of money to have them, then we are not for you.

If you like being sold stuff that might not be in your best interest, then you probably shouldn’t use us either.

No matter what your financial position is, we truly believe that we can show you a few simple ways to make it better. Don’t be afraid to take this step, because we are going to work as hard as we can to make you the best financial self you can be.

I try as hard as I can to live my life by a motto that I wrote and read to myself every day, which says, “STOP THINKING ABOUT IT AND DO IT.”

We urge you to do the same, because I know that you’ll always be better off if you decide to do things you’ve been putting off because you’re either scared or they seem too hard.