Wealth management for successful Canadians in life's busiest season.

You're balancing family, career, and aging parents—life isn’t slowing down.

Our Insight 360° Planning Process brings every piece together, so you can move forward with clarity, confidence, and calm.

Simplify the complex.

Take back your

time.

energy.

focus.

freedom.

View Our Approach

Success doesn’t simplify life: it multiplies it.

You’ve done the hard part: built the career, raised the family, grown the wealth.

But no one warned you that success brings a new kind of complexity.

The more you have, the more there is to manage.

And what you’re craving now isn’t more… it’s less.

Less noise.
Less juggling.
Less of life slipping by while you’re too busy keeping it all together.

If this sounds like you → Insight Approach

We’re not your typical financial advisors.

We don’t sit behind desks trying to sell products you don’t need. We sit beside you—listening first, then helping you build a roadmap that actually fits your life.

Through our Insight 360° Planning Process, we bring clarity, confidence, and calm to every corner of your financial world.

We’re a team of Certified Financial Planners, but we’re also real people—part trusted ally who’s always in your corner, part teacher who makes it all finally make sense.

Together, we help you align your family, career, and legacy with one clear, coordinated plan.

A decorative graphic representing a plan

One plan. Total clarity.

Our Insight 360° Planning System connects every part of your financial life into one clear, coordinated plan — so you can stop reacting and start living with confidence.

insights

Financial Planning

A comprehensive roadmap to align your finances with your life goals, from today through retirement.

trending_up

Investment Management

Disciplined, evidence-based portfolio management designed for tax-efficient growth and long-term security.

calculate

Tax Planning

Proactive strategies to minimize your tax burden, especially for corporate structures and high-net-worth individuals.

spa

Life Planning

Connecting your money to your values, ensuring your wealth helps you live a more meaningful and fulfilling life.

work

Business Planning

Integrating corporate and personal finances to optimize cash flow, manage risk, and plan for succession.

account_balance

Estate Planning

Structuring your legacy to protect your assets, provide for your family, and ensure your wishes are carried out.

More about Our Approach →

See what our clients have to say.

Read all Google reviews

50+ 5-Star Google Reviews

“Insight gave us our weekends back. We stopped managing everything and started actually living again.”

Kelly P. , Kelowna, BC

“It’s rare to find someone who understands both the spreadsheets and the soul. Money can be emotional, and Insight understands that.”

Sandra & Dave M. , Vancouver, BC

“Insight has been very helpful in providing sound financial advice and guidance. They love the work and always find a solution.”

Darren K. , Business Owner

Free Financial Resource

Your Top 10 Financial Questions, Answered

Get the answers to the top financial questions asked by successful Canadians in their 40s and 50s.

Cover image for the Financial Survival Guide for Your 40s & 50s

Clarity starts with a conversation.

A 20 minute, no-pressure call with a Certified Financial Planner designed to bring clarity to your goals and next steps — whether we work together or not.
No prep required, just what’s been on your mind.

Book Your Clarity Call