Jacquelyn Dorner
I give family owned businesses and entrepreneurs financial peace of mind so they may enjoy more family time.
Dan DeLong
QuickBooks and bookkeeping expert helping accountants and small businesses master their books without Intuit support.
Hannah Chapman
I help mission-driven entrepreneurs build wealth that actually aligns with their values
Troy Hale
I help Alberta families stop guessing about retirement and see exactly when they can stop working
Jennifer Smith
I help Canadian small business owners understand their numbers—not just record them.
Genesis College Strategies - Greg Stevens
I've helped families plan and pay for college since 2010, with a particular focus on the financial side of the process.
Jenny Haring
I help founders get their books in order so they can actually see if their business is profitable
Fernando Camareno
I help people secure their family's future with life insurance and early retirement planning
ina dunphy
I help founders protect and grow personal wealth alongside building their company
Younouss ADJIBI
I help organizations reduce financial risk, improve operations, and make data-driven decisions on complex projects.
Shannon Jimenez
I help families find affordable beachfront escapes in Huatulco without resort markups
Matthew Bowling
I help small business owners understand their finances so they make better decisions