Financial Wisdom Through People
Behind every sound financial decision is a team that understands both numbers and human nature. We've spent years helping Canadians navigate everything from first-time home purchases to retirement planning, and we believe the best advice comes from real experience, not textbook theories.
Diverse Backgrounds, Shared Purpose
Our team brings together perspectives from corporate finance, small business ownership, and personal wealth management. What we've learned is that financial planning isn't just about spreadsheets and projections—it's about understanding what matters most to each person we work with.
Based in Edmonton, we've helped families across Alberta prepare for life's financial milestones. Whether someone's planning their first major investment or figuring out how to fund their children's education, we focus on practical strategies that actually work in real life.
Celestine Rivera
Senior Financial Strategist
After working in corporate finance for six years, Celestine realized that the best financial advice often comes from understanding people's actual lives, not just their bank statements. She specializes in helping young professionals create sustainable budgeting systems and has personally guided over 150 clients through their first major financial decisions. Her approach focuses on building confidence alongside building wealth.
Barnaby Chen
Investment Planning Specialist
Barnaby brings a unique perspective from his background as both a financial advisor and small business owner. He understands the challenges of irregular income and the importance of flexible financial strategies. His specialty lies in creating investment plans that adapt to changing circumstances, particularly for entrepreneurs and freelancers who need more creative approaches to traditional financial advice.