About

Built Around You, Backed By Us.

We're not here to fit you into a box, we're here to build a blueprint around you.

Our team is made up of people who've built businesses, raised families and navigated the real-life messiness of money and planning. That's why we lead with strategy, not sales and focus on protecting what matters while helping you grow what's next.

We're not just advisors. We're your partners, thinking two steps ahead so you don't have to.

Nick knows firsthand how complex life and money can get—because before building a boutique advisory firm, he spent nearly two decades as a business owner himself.

After years of navigating the financial blind spots that so many entrepreneurs and families face, Nick made it his mission to help others plan smarter. Today, he leads a growing team that focuses on building personalized, tax-efficient strategies for business owners, incorporated professionals, and families who want to grow wealth and protect what matters.

Known for cutting through the noise with real talk, practical advice, and legacy-focused planning, Nick brings a unique blend of business acumen, life experience, and strategic thinking to every Client conversation.

When he’s not meeting with Clients or refining growth strategies, you’ll find him enjoying life with his wife Natalie, their two daughters Olivia and Elle and their golden retrievers—Tito and Salsa.

Sara Walser brings over a decade of entrepreneurial and leadership experience. She’s built and led teams through a long-running network marketing business and previously managed a 20-person customer service team in a fast-paced marketing environment. Having spent much of her adult life moving between cities and countries, Sara is highly adaptable and brings a calm, people-first approach to everything she does.

Perry provides comprehensive financial planning advice to Sun Life advisors and their clients. As a financial planner, Perry offers a holistic approach which is tailored to the needs of individuals and business owners.

Perry began his career in financial services before embarking on a career in accounting and earning his CPA designation. He has experience working with Canada’s largest accounting firms, as a member of their tax and assurance departments. Most recently, Perry worked with a cloud base firm who specialized in corporate and personal tax planning for businesses and small business owners.