Work with me

A financial partnership built around
your business — and your life

Working with me isn’t about buying a product or picking a portfolio. It’s about building a complete financial plan that coordinates every aspect of your wealth.

Is this right for you?

We work best together when the fit is right

I work with a focused number of clients so I can provide a genuinely high level of service.

The right fit
  • Business generating $1M+ in annual revenue
  • Incorporated in BC or Alberta
  • Looking for a long-term advisory relationship
  • Values proactive, coordinated advice
  • Wants tax, investments, and estate planning working together
  • Thinking about eventually selling the business
Not the right fit
  • Looking for a one-time transaction
  • Wants to self-manage investments
  • Not ready to engage with the full planning process
  • Business under $1M in annual revenue
The process

What working together actually looks like

Every client relationship follows a structured process — so nothing falls through the cracks.

01
Complimentary FREE
In-depth discovery & assessment
Before anything else, I need to understand you — your values, your goals, and the gap between where you are and where you want to be.
  • What matters most to you and your family
  • Where you stand today vs. where you want to be
  • Preliminary recommendations and next steps
02
Client engagement
Projections & solutions
We model your financial future, stress-test it against different scenarios, and put it into motion.
  • Retirement and wealth projections
  • “What if” scenarios — sell early, retire at 55, or have a big year
  • Full plan implementation and access to your IG Living Plan Portal
03
Investment review
Investment review & recommendations
We take a hard look at what you currently hold and make sure your investments are working as hard as possible.
  • Full analysis of current holdings (securities specialist may be involved)
  • TFSA, RRSP, and corporate account coordination
04
Protection & estate
Risk protection & estate planning
Protecting what you’ve built is just as important as growing it.
  • Insurance and estate analysis (estate specialist may be involved)
  • Update wills and power of attorney (legal professionals involved)
  • Formal trust established when appropriate
05
Ongoing
An ongoing relationship — not a one-time plan
Your plan isn’t a document that sits in a drawer. We review it regularly and adapt it as your life changes.
  • Semi-annual portfolio and plan reviews
  • Ad-hoc advice — cost-benefit analysis, major decisions, mortgage planning
  • Invitations to exclusive client events
Fees

Transparent, aligned, and straightforward

AUM-based fee structure

My fees are based on a percentage of the assets I manage on your behalf. This means my incentive is always to grow and protect your wealth.

There are no hidden commissions, no product-pushing incentives, and no surprises. The exact fee percentage is discussed during your complimentary discovery session.

The first step — your in-depth discovery and assessment — is always completely free and carries no obligation.

Ready to start?
Book your complimentary discovery call
The first conversation is free, takes 30 minutes, and gives you a clear picture of where your wealth stands and what’s possible.
Book my free 30-minute call Try the estimator first
Not sure yet? Start with the estimator to see what financial gaps may be costing you — then decide.