We are a team of financial advisors, entrepreneurs, and inventors. We have bills to pay, dreams to realize, and secure futures to plan.

Our services are designed to help you, your family and your business reach its next financial level faster and easier, to maximize your wealth potential.

Getting you to the place where you work because you love it – not because you have to.

Our website

Opening Times

By Appointment

Book your free discovery call

Find Us Here

Virtually, Anywhere in Canada


Entrepreneur Wealth Coaching 

“Over my years of working with Entrepreneurs in providing clarity around financial goals, I’ve gotten laser focused on how to identify the power moves that will get you the biggest results the fastest.

At the end of your first free initial planning session you’ll get my high-level strategic plan to grow your wealth – and one of two things will happen:

  • You’ll LOVE your plan and decide to implement it yourself. At which point I’ll wish you the best of luck and make you promise to keep me updated on your progress.
  • You’ll LOVE the plan and become my client, so that I can help you implement and optimize the strategy.”
    Wendy, Chief Wealth Coach & Advisor

Click the More info button for full details and to apply!

The Total Wealth Blueprint™

Specifically designed for successful business owners who are ready to stop looking at what they need to get by right now and start discovering what it takes to build the kind of wealth that creates true freedom.

So that you can do what you want, when you want, and plan for a secure and abundant future.

Yes, this is possible and this program will help you get there.

Click the More Info button to connect and apply!

Podcast: The Real Bottom Line

“I work with business owners at all different stages of the Entrepreneurship journey and am continually inspired by their ideas, perseverance, and true grit.

Listen to our conversations for lessons of inspiration, motivation, and hard knocks. And learn about some pretty amazing businesses (and their owners) along the way.”
– Wendy 

Click the Listen Now button to find out more and reserve your spot!