Building Financial Futures Together

We've spent years learning what actually works when it comes to investment planning. Our approach isn't about quick fixes—it's about understanding your unique situation and creating realistic pathways forward.

How We Started

Back in 2018, I was working with clients who kept getting conflicting advice about their investments. Everyone had different opinions, but nobody seemed to be looking at the whole picture.

That's when we decided to take a different approach. Instead of pushing specific products, we started focusing on understanding what each person actually needed. Sometimes that meant conservative planning. Other times it meant being more aggressive with growth strategies.

What surprised us was how much clearer things became when we stopped trying to fit everyone into the same mold. Each client's situation was unique, and their investment strategy should reflect that.

Team collaboration and financial planning discussion

What Drives Our Work

These aren't just words on a wall—they're the principles that guide every conversation and recommendation we make.

Honest Numbers

We show you realistic projections based on actual market data, not best-case scenarios that rarely happen in practice.

Personal Focus

Your financial plan should match your actual life situation, risk tolerance, and timeline—not someone else's success story.

Long-term Partnership

We're here for the adjustments, the market changes, and the life events that require rethinking your strategy.

Our Planning Process

Over the years, we've refined our approach based on what actually helps clients make progress toward their financial goals.

Understanding Your Current Situation

We start by looking at where you are right now—your income, expenses, existing investments, and any debts. This gives us a clear baseline to work from.

Identifying Real Goals and Constraints

What do you actually want to achieve? When do you need the money? What keeps you up at night about investing? These conversations help us understand what success looks like for you.

Creating a Realistic Strategy

Based on your situation and goals, we develop an investment approach that makes sense. This includes asset allocation, risk management, and timeline considerations specific to your circumstances.

Regular Check-ins and Adjustments

Markets change. Life changes. We schedule regular reviews to make sure your strategy still aligns with your current situation and adjust when necessary.

Meet Our Team

The people behind the financial planning and investment guidance you'll receive.

Kieran Blackwood

Senior Financial Planner

Kieran has been working in financial planning since 2015, starting at a large investment firm before joining our team in 2019. He specializes in retirement planning and tax-efficient investing strategies. When he's not analyzing market trends, you'll find him hiking the trails around Abbotsford or teaching his kids about compound interest.

Our Areas of Focus

Retirement Planning

We help you figure out how much you need to save and where to put that money for the best chance of a comfortable retirement. This includes RRSP optimization, pension integration, and withdrawal strategies.

Investment portfolio review and asset allocation planning

Portfolio Management

Building investment portfolios that match your risk tolerance and timeline. We focus on diversification, cost management, and regular rebalancing to keep you on track.

Tax-Efficient Strategies

Making sure you're using all available tax advantages, from TFSAs to capital gains planning. We work with your accountant to coordinate strategies that make sense for your overall financial picture.

Ready to Start Planning?

Let's talk about your financial goals and see if our approach makes sense for your situation. No pressure, just an honest conversation about where you want to go.

Schedule a Consultation