About Us

We are about you. And we love what we do.

 

Finance can be an intimidating, frustrating, and stressful part of life—we know that. That’s why my practice is built from the ground up to flip that around for you.

 

As for the back story, I (Rhys) spent nearly a decade working for one of the biggest financial services firms in Canada. I learned a lot from them and I’m grateful for that. But over time, it became increasingly clear to me that I had to decide between working for them and their best interests or working for my clients and their best interests. And that was an easy decision for me.

 

In the summer of 2015 I left the giant corporate setting and went independent. I haven’t looked back. It’s been a wonderful decision for my clients, my practice, my family, and my sanity. And we've grown significantly since.

 

Now that I no longer need to be concerned about selling products or hitting quotas, the only thing that matters is doing an excellent job for those who count on my advice and guidance. It makes them happy, it makes God happy and it makes me happy. So that’s what we do.

 

If this sounds like something you’re looking for, then you may have found the right place. Welcome to a truly independent advisory practice where things really are different. Where you will be treated like you matter. Because you do.

Meet The Team