Do you wish you had a better understanding of how money works and how to build wealth?

Maybe you’re just tired of feeling like you have no money to put away at the end of the day. It’s a common feeling with over 1/3 of Canadians worried about their ability to retire comfortably. It’s hard to talk about money, let alone trusting someone enough to give you sound advice on what to do with it. Don’t you hate feeling like you’re always being sold to?

We’re here to change that.

Let’s get over the stigma’s and change our perspective on what makes you feel financially secure. What’s happened in the past can stay there. We need to start focusing on the future!
I’m Lindsay Plumb and with my husband Graham and a couple of amazing partners, we’re going to change the way you think about money. We’ve been in this industry for over 8 years and continue to strive towards helping people understand what it actually is they’re paying for – especially when it comes to insurance. It’s heartbreaking to see honest, hard working families end up with nothing because of the “fine print”.

But it starts with you.

Get in touch with us today to see how we can help you make the most of your moola!

Only 15 per cent of women and 22 per cent of men could correctly answer five questions on basic financial concepts such as interest, inflation and risk diversification.


Take a confident step towards the world of money. You can ask us about retirement savings, budgeting, debt elimination, life insurance, education plans, or just general money questions. We are Victoria’s only mixed fee firm, offering fee-only advice upon request as well as traditional commissioned services. It’s the new way for people of today.

Ready to try something different?