We are entrepreneurs and have diverse experience in Financial Planning, Real Estate Planning, and Wealth Management. We moved from States in 2017 and made Canada our final Home. 

Though we were avid traveler for past 20 years and our work took us to many countries, but just like any  new immigrant we faced issue with our financial planning and we never all the information we needed from one source. Banks were helpful, but limited to their products.  Being a licensed financial planner, I advise all my friend and families to seek proper financial strategies that suits your need. 

I strongly advise you to book your no-obligation FREE consultation with us. Even if you do not take anything from us, we will be happy we shared something useful to you.