Our Services
Meet The Team

Sandy Gum
Sandy is passionate about educating Canadians on important financial concepts and strategies that most Canadians do not know about. She is dedicated to provide customized services and solutions which focus on her clients’ specific needs and goals. Sandy will continue to work with her clients in their different stages of life and review annually with her clients. "Peace of Mind, Plenty of Money" That's what I achieve for my clients.

Gina Tan
Gina is intrinsically motivated to help you achieve financial success and freedom. Having had financial difficulties herself as a student on student loans, she has lived through and known the difficulties of living pay cheque to pay cheque. Having now achieved financial freedom through dedication and hard work, she is now genuinely devoted, and motivated to help others with their finances. Not having to worry about money truly gives you a new perspective on life.
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OUR MISSION
To elevate financial well-being by educating individuals and using unfair advantage financial strategies combined with extraordinary investment opportunities.
Podcast: Real Money. Real Talk Show








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What Successful People Say About Insurance

Jim Pattison
"Biggest problem? Well, I’d say it’s been my biggest problem all my life. MONEY. It takes a lot of money to make these dreams come true. From the very start it was a problem. Getting the money to open Disneyland. About seventeen million it took. And we had everything mortgaged including my personal insurance."

Walter Elias Disney
Pacific Mutual Life (now Pacific Life) ceremoniously issued its first policy to Leland Stanford, the company’s first president, in 1868. In 1891, Stanford founded Leland Stanford Junior University and shortly after Stanford’s death the University was in major financial crisis, to the point where Jane tried unsuccessfully to sell her treasured jewel collection in 1897. Stanford’s widow, Jane Stanford, cashed Pacific Mutual’s Policy Number 1 for $11,784 proceeds to help fund operations and pay faculty, allowing Stanford University to weather a dangerous six-year period of financial distress.
"But for that money, the doors of Leland Stanford Junior University would have been closed—perhaps forever. Who knows?" - Jane Stanford

Jane Stanford
