ATTENTION: Professionals & Business Owners With $150k+ Investable Assets

Stop Paying Hefty Fees Without A Real Person To Speak To

Video Reveals: Why You May Be Overpaying Your Bank Branch Advisor While Only Getting 2 Phone Calls Per Year, And Why It's Time To Speak To A Real Person In YOUR Shoes!

Personalized, Effective, Understanding

We're in the same shoes as you are... Kids, Mortgage, Life....

Lindsay Plumb

Graham Plumb

Founders, Moola Financial — Victoria, BC. 8+ years helping BC families

Sound familiar?

Most BC professionals hit 50 with the same three questions.

"Am I actually on track?"

You've been saving. You have an RRSP, maybe a pension, some equity in your home. But nobody's ever shown you a clear number — what you actually need, when you'll hit it, and what "on track" really looks like for a BC income and BC costs. Your bank advisor smiles. That's not the same as an answer.

The fees nobody's shown you

The average Canadian pays 2–2.5% per year in mutual fund MERs. On a $400,000 portfolio that's $8,000–$10,000 a year — quietly leaving your account every year, in every market. Nobody hands you a receipt. Most advisors are legally required to mention conflicts of interest, but they're not required to hand you a calculator. We are.

A pile of accounts isn't a plan

RRSP here. TFSA there. Group benefits you're not sure you're maximising. A defined benefit pension with a survivor option nobody's explained. Rental income you're not sure how to structure. Individually, these are just accounts. Together, sequenced correctly, they're a retirement. The difference is a plan — and most BC professionals have never actually had one.