At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning. This commitment shapes not just what we do, but how we do it.

Unlike many advisory firms that tailor their services and messaging to specific professions, income brackets, or gender-based niches, we've chosen a different path. We take a human-centric approach, focusing on people—their values, their stories, and the goals that make their financial lives uniquely meaningful. Whether your priorities include purpose, family, health, education, security, or adventure, we believe financial planning should be rooted in what truly matters to you.

With Taylor and Kelly raising two young daughters, and Yan raising a young son, we understand firsthand the realities of modern family life. We're part of the “young family cohort” ourselves—juggling retirement savings, mortgage payments, insurance premiums, RESP contributions, and budgeting for family getaways. This lived experience has helped us build a strong foundation for guiding other young families through similar challenges with confidence and empathy.

At the same time, many of our long-standing clients belong to the Boomer generation. With these families, our focus shifts toward retirement planning, life-after-work transitions, supporting adult children, and ensuring estate plans are thoughtfully and professionally executed.

Regardless of age or stage, our goal remains the same: to empower families to build legacies that reflect their values and support the generations to come.