Case Studies

Lauren

Young & Ambitious

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Jon & Carol

Retirement

Jon and Carol had started thinking about retirement a bit more. They love their family and love their work. They're established in their careers. Their children are thriving, and having children of their own. They became grandparents a couple of years ago.


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Testimonials

  • Sunny
    Bily is able to understand my complexity and concerns. He's helped me build out my financial strategies and I can always rely on him for good advice.
    Sunny
    Business Owner, Tech
  • Rudy
    I needed to find a professional that was smarter than me at this. Since Bily has an analytical background, he was able to show me numbers that made sense.
    Rudy
    Senior Project Engineer, P. Eng
  • Moosvi
    Bily helped me sort out my entire family finances very quickly, professionally, and expertly. I was blown away at his expertise and unique ability to explain things.
    Moosvi
    Pharmacy Manager
  • Joan
    We've always dealt with the banks prior to meeting Bily. Let's just say the experience was a lot different. Bily took the time to explain a lot of things that the bank reps never did. I feel more confident in where my money is invested now.
    Joan
    Business Owner Crest & Crown
  • Jeff
    Bily was absolutely great to deal with. He took his time to understand our needs, explained all the various options, and gave us his honest opinion on what he felt was best for us.
    Jeff
    CFO, Mining Company
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