Full-service wealth strategy firm powered by Experior Financial Group
We are a brokerage dedicated to creating a personalized approach to finance. Through a comprehensive analysis and detailed educational approach, we commit to helping my clients across North America cut the cost of insurance and eliminate debt so you can invest for your future with ease and comfort.
We make it easy - here's our process
Our educate-and-implement approach to finance will leave you feeling confident and secure about your future. Through our discovery call and free advanced analysis, we are going to take the time to get to know you, find areas to save you money, eliminate debt, kickstart your investment and generate wealth all through an easy to follow customized financial map. Our team will provide you with ongoing support to make sure you stay on track and focused on reaching your goals.
We give you a free analysis
Our Advanced Financial Analysis gives us a better understanding of your finances
Create your Financial GPS
Watch as our customized, easy-to-follow plan brings you closer to financial success
Educate and implement
Our support is ongoing - we help you stay focused & on track with your new plan
We've eliminated over
$10 Million
of debt since 2021
We've helped
3751
clients since 2021
Assets under management
$25 Million
Since 2021
How can we serve you today?
We focus on 4 different ways.
Did you know...
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The ratio of debt to disposable income in Canada is currently 177.1% as of 2020. That means for every dollar Canadians make they are spending $1.77 to service their debt!
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$94B is owing to companies like Visa, Mastercard, Hudson's Bay, Canadian Tire and the Brick.
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A new survey highlighting the fact almost half of working Canadians are living paycheque-to-paycheque. For most of us, retiring before age 60 will be a pipe dream if we don't learn to invest our money correctly.
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32% of Canadians between 45-64 have nothing saved for retirement.
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Did you know that half of Canadians aged 55-65 who don't have an employer pension have less than $3,000 saved up for retirement.
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65% of Canadians would struggle within a month of the main breadwinner passing.