About Us

Sharing With Heart

Learning is easier when you have someone guiding you who truly cares about your goals. Meet with one of our licensed professionals to see how our financial education and customized solutions can help you move forward with confidence. Our team is committed to helping individuals and families understand their options and build a solid financial foundation.

Book an appointment with us today to get started.

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Our 30 Million by 2030 Campaign

In partnership with the World System Builder community, after educating 1 million families by the end of 2020, we now move forward with a greater vision: to impact 30 million families by 2030. Through education, mentorship, and a strong community of professionals, we help families across North America build a better financial future.

Learn more about how we serve our communities with WSB and how you can get involved.

World System Builder 30 x 30 Campaign

wsb team marvel :: charity water

After the success of our Convention for a Cause event in May 2020, we built a strong partnership with Charity: Water and its founder and CEO, Scott Harrison. We, alongside WSB are proud to be the organization’s largest brand partner, supporting initiatives that provide clean and safe water to communities around the world. Through The Spring, our community is able to give back consistently, see the impact of our efforts, and take part in a mission we believe in: making a difference through service and contribution. Giving back is at the heart of our culture and our mission.

Learn more about Chartiy::Water

Our Services and Expertise

Financial Education

Your financial picture is unique, just like you. We don't believe in cookie-cutter answers and one-fits-all products. Being adaptable and financially literate is your most valuable asset in reaching your goals. What do you want to learn more about?

Debt Management

Are you controlling your debt or is your debt controlling you? Whether you're currently facing debt challenges or considering taking on new financial obligations, learn and implement simple strategies to keep you moving forward.

Life, Health & Travel Insurance

Life's circumstances can differ greatly from one person to another, as well as from one family to the next. Our combination of strategy implementation and tailored products can provide a wide range of protection while growing your funds with potential tax advantages. Ask us how this works!

Investment Strategies

Investing can be an excellent way to build wealth, but it comes with certain risks and concerns. Explore your options, learn investment strategies, and start applying them right away! Ask us about the four main investment vehicles available in Canada.

Loans & Mortgages

Having a loan, or multiple loans doesn't have to mean you're doomed to drown in debt. Learn about good debts and bad debts, and how to use them to your advantage.

Tax Education

Do you feel like you're paying too much tax? Find out what tax-advantaged resources you have access to and how you can keep a larger portion of your hard-earned income. Tax education pertains to how you make money, spend money, save and invest, lend and borrow, redeem and transfer.

Building College Funds

It takes a village to raise a child and a higher education can be expensive. Start early, automate savings, explore tax-advantaged accounts and seek scholarships and grants. There are ways to invest wisely and avoid high-interest debt. But what if your kid(s) don't want to attend post-secondary? Convert their college funds into your retirement funds!

Retirement & Estate Planning

Imagine your retirement right now. Does your current income fit your dreams, or are you shrinking your dreams to fit your income? Life is meant to be enjoyed now and in the future – tomorrow is not guaranteed. Putting a Will together does not have to cost thousands of dollars in legal fees either. Learn about simpler ways to set yourself and your family up for success.

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