What our clients actually say

"I was making $180K but had nothing in my TFSA and my RRSP was a mess. Wallace restructured everything in six weeks. Year one tax savings alone covered his fee 4× over."

"I run two restaurants and my accountant only handled compliance. Wallace built a holdco structure plus an investment-loan strategy I'd never heard of. Three years in, my passive income is up $42K a year."

"Every advisor I'd met before Wallace led with a product. Wallace started with the framework, not the product. That single difference told me he was the real thing."

"Both of us earn well but we kept fighting about money. Wallace built a joint plan — RESP, joint life insurance, a dual-RRSP strategy. The fights stopped within three months."

"I was the 'I'll figure it out myself' guy — Questrade, ETFs, hours on Reddit. Wallace didn't lecture me. He just showed me the three tax structures I was missing. I'm still self-directed, but now I'm doing it right."

"I came over with savings but no idea how the Canadian system worked. Wallace explained everything in Mandarin without making me feel like an outsider. TFSA, RRSP, first investment loan — all opened in four weeks."

"I had $1.4M in my RRSP and was panicking about the tax bomb when I'd have to convert to RRIF. Wallace built a 7-year meltdown plan that's already projected to save me $94K in lifetime tax."

"I have a 4-year-old and felt paralyzed by RESP, life insurance, and my own retirement. Wallace built a 'cascade' plan — every dollar I save now does triple duty. I finally don't feel like I'm failing my daughter."