How are you compensated?

Our compensation is provided via industry-set mandatory fees paid for by insurance companies as well as from a portion of asset management fees once you are investing. Apart from management fees pertaining to the area of investments, we don’t bill healthcare professionals directly for any of our services.

Can We Meet Via Zoom?

Because of the shift that happened during COVID-19 most of our meetings now are via 30 minute Zoom link. It’s quick and easy. Just click here to set something up.

What discounts can you provide?

We get a wide variety of discounts from my providers that we can pass onto you. Read our Health & Finance 101s section for a fuller explanation.

What provinces do you work in?

We’re licensed to work in every province and territory within Canada.