Zoey Le

"Dave anticipates our needs before we even know they are our needs. Dave has a calm, approachable manner that takes a lot of the mystery out of financial planning and makes it digestible and understandable. We feel like we have a solid approach to retirement, which creates peace of mind."

Kacey K - Lawyer and Partner

"Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."

Nick Demare, CA, President - Chase Management Ltd.

"Ryan has been very attentive to our financial planning needs and provides excellent service. Look forward to many more years of building the portfolio together."

Craig T - Senior HR Manager