Work With Us

 

Are you ready to achieve your financial goals or are you looking for solutions to your money challenges?

If you are serious about taking your money & finances to the next level, then this is what I need you to do:

 

STEP 1

Book Your 15-Minute Complimentary Consultation

Do you have money, tax, estate, investment, insurance questions?!

We have answers! We would love to connect with you for a complimentary 15-minute call.

BOOK NOW

Once we’ve chatted, and you want to move forward –> Go To STEP 2!

STEP 2

5 Ways to Work With Us

1. Insurance & Investment Account Setup

Get expert guidance and seamless account setup for your new insurance policy or investment account.

  • One-time consultation & setup fee: $197

  • Fee waived for accounts over $1,000,000

This ensures your plan is structured properly from the start, with confidence and clarity for your financial future.

2. Retirement Projections

If you’re approaching retirement, this package helps you maximize your income in the most tax-efficient way possible.
Includes 2–3 appointments with detailed projections and account recommendations.

  • Investment: $997

3. Wealth Accelerator 

Our signature 1-year program designed to take care of all your financial needs, including accounting, tax, wealth, and estate planning.

  • Personal Package: $4,997

  • Sole Proprietor Package: $9,997

  • Corporate Package: $19,997

👉 Learn more about the Wealth Accelerator

4. Tax Preparation, Bookkeeping & Filing

Accurate, efficient, and stress-free tax support for you and your business.

5. Wills & Estate Planning Services

Protect your legacy with customized estate planning, including:

  • Wills

  • Enduring Power of Attorney

  • Personal Health Directive

(Available for Alberta clients. Pricing varies.)
👉 Find out more

SCHEDULE APPOINTMENT

STEP 3

Please download the PDF Client Registration Form below, complete and have it ready for our first appointment.

CLIENT REGISTRATION FORM

(Fill out form as best you can! It doesn’t have to be perfect. 🙂 )
Looking forward to meeting with you!

All client information is held to the highest standards of confidentiality.