About

To inspire and empower individuals to help achieve financial independence and success. Fostering a future to help individuals feel confident and secure in their financial decisions.

Our Mission

Our mission is to provide personalized, insightful financial planning that empowers individuals to take control of their financial future. We believe in building lasting relationships based on trust and respect, and we strive to be the partner they can rely on, for smart, strategic financial guidance.

Our Value Proposition

• We work with Clients and help them align their finances with their values. We help define their short-term and long-term goals that truly matters to them and their family. ​
• We help identify the risks along the process that can derail a good financial plan if not properly addressed.

Donald Hum is a seasoned professional transitioning into the insurance industry as an Operations Manager. With over 20 years of experience as a Senior Product Manager in the Canadian Telecom sector, Donald has demonstrated exceptional dedication, dependability, and multilingual proficiency. During his tenure at TELUS, Donald consistently showcased strong teamwork, collaboration, and a deep understanding of product management and project execution. He is recognized for his poised and composed demeanor, and his ability to foster a positive and productive work environment. Donald's commitment to excellence, strategic problem-solving skills, and proactive attitude make him a valuable asset in his new role. As he embarks on this new chapter, Donald brings a wealth of knowledge, a strong work ethic, and a collaborative spirit that will undoubtedly contribute to his success in the insurance industry.

Michelle is a passionate and adaptable individual who thrives on new opportunities to learn, grow, and succeed. Recognized for her positive attitude and strong work ethic, she brings excellent dedication and enthusiasm to everything she takes on.