I’m a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) based in Vancouver, BC, with over 17 years of experience in Canadian personal finance.
For the past 10+ years, I’ve been working at one of Canada’s Big Five banks — and for the last 7 of those years, I’ve focused exclusively on high-net-worth clients, helping them build, protect, and transfer their wealth.
I created Getwealthy because I kept seeing the same problem: Canadians making costly financial mistakes not because they weren’t smart, but because they couldn’t find clear, trustworthy, Canada-specific advice. This blog is my answer to that.
After years of working directly with Canadians on their finances, I noticed one consistent pattern: the people who made the best financial decisions weren’t necessarily the highest earners — they were the best informed.
Getwealthy exists to bridge that gap. Every guide here is written with the same depth and clarity I bring to my clients — Canada-specific, jargon-free, and always free to access.
Disclaimer: Content on Getwealthy is for informational and educational purposes only and does not constitute personalized financial, tax, or legal advice. Always consult a qualified financial advisor for advice tailored to your specific situation.
Every week: one Canadian finance tip that saves you money. TFSA updates, CRA changes, mortgage strategies.
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