Keeping in mind that money is not equal to math for most people, we invented the One Number Solution™.

After utilizing our One Number Solution™, we quickly realized there was great beauty in it and that it was the ticket to us achieving our Big Hairy Audacious Goal (BHAG —see Good to Great by Jim Collins) of changing 1,000,000 lives.

Along the way, we have developed some pretty strong opinions – including what is a holistic plan?  That a truly holistic plan covers spending, debt reduction, insurance and investments. All are important and need to be accommodated while balancing life for today and planning for life tomorrow.

The world has built systems to encourage unconscious spending, to make credit easier and more accessible and it is hard to buck the system. When the traditionally right way isn’t the easy way, where’s the sweet spot?

Our clients level up when we pull a holistic plan that simplifies their financial life and allows them freedom.

To change a 1,000,000 lives, we plan to grow across the country, equipping advisors with the financial plans of the future now.  We currently assist clients across Canada from coast to coast.