Your Money Guy
Clear Strategy. Real Execution. Calm Decisions.
This is for people who earn well, save consistently, and still feel unsure whether their money is actually working as hard as it should. Not because they lack discipline, but because modern money decisions are complex and constantly evolving.
Why Smart, High Earners Still Feel Stuck
Too much noise. Conflicting advice, endless options, no clear framework.
Execution gaps. Good intentions without a system to turn plans into action.
Decision fatigue. Overthinking or reacting emotionally when markets shift.
What a Money Guy Actually Does
Clarity. A personalized money strategy that fits your life, goals, and risk tolerance.
Execution. Hands-on support to set things up properly and keep them moving.
Discipline. A steady voice to help you stay calm and consistent through change.
A money guy doesn't take control away from you. He helps you think clearly, avoid costly mistakes, and make better decisions over time.
Is This a Good Fit?
Investable assets. $250,000+ available to invest.
Household income. $200,000+ per year.
Mindset. Long-term focused, disciplined, and open to guidance.
If you're earning well and want your money decisions to feel clearer and more intentional, this is likely a good fit.
BOOK A PRIVATE CONSULTATIONSee if this is right for where you are today.
Preview your retirement plan in 90 seconds
Canada-first. Tax-smart. Built for real life.
Let’s map your retirement plan preview
Answer a few questions and we’ll show your projected portfolio in CAD, plus the most tax-efficient path (TFSA, RRSP, then non-registered).
Tax-smart investing (Canada-first)
We assume your default strategy: TFSA first, RRSP second, non-registered third. This section adds fees, tax bracket, and RRSP refund reinvestment.
Stress test withdrawals
Invest first, then start withdrawals in a chosen year. Choose CAD dollars or percent of portfolio.
Still have questions? We'll answer them on the call.