REGISTER NOW FOR OUR UPCOMING WORKSHOP

With inflation hitting 20 year highs and our national debt at record levels, it has never been more important to have a game plan.

JOIN US FOR OUR NEW SEMINAR WHERE WE WILL BE COVERING EVERYTHING FROM SOPHISTICATED ESTATE PLANNING, TO THE MOST CUTTING EDGE TAX STRATEGIES MOST PEOPLE HAVEN'T HEARD OF!



Register now!

Your Future Begins Today

Upcoming Seminars

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Physicians

Join us to get the leading edge information that most doctors aren't seeing.  

JULY 15TH ON ZOOM & LIVE JULY 20TH CALGARY AND JULY 22ND EDMONTON

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Lawyers

STAY TUNED! We will be listing upcoming seminars very soon discussing all of the hot topics that lawyers are talking about.  

POSTPONED UNTIL FURTHER NOTICE

Testimonials

I met Luca at a financial seminar in Calgary for MD's. His friendly and expert demeanor captivated my trust in his financial intuition, and I moved over from MD Management where I had been since graduation. He used simple language, pictorials and proven strategy to explain how best to expand my corporate and personal portfolio’s. The returns have been fantastic. His holistic analysis and insight have proven to be very beneficial to the success of my corp. He is readily available to answer any questions I have, and modifies my planning and portfolios depending on market, career stage or life events. I feel totally comfortable and confident with Luca advising me on my investments and strategy going forward in my career and into retirement.

Dr. Mary Noseworthy MD FRCPC

“We met Luca at a Seminar he was hosting and I would definitely recommend him for his thoughtful analysis and wisdom. He is attentive and always available to provide us with clarity when needed. He chooses his portfolio based on changing market conditions and always tailors his suggestions to our situation without taking unnecessary risks. He understands us and I feel confident heading into retirement with him in our corner.

Dr. Nasim & Amin Karim

"With Luca's guidance, my transition from a physician exclusive management organization was totally seamless.  His recommendations to rebalance the portfolio and take advantage of opportunities resulted in an exuberant recovery to the COVID induced drop in my investments.  I now have a firm financial plan for the future.  My only regret is that I did not meet someone like this earlier in my career.  Luca gets high praises as a consultant in the areas of availability, affability and ability.  He is not only my advisor, he is a friend!"

Dr. Pan & Julie Chow

"Since meeting in 2018, Luca has been instrumental in helping me organize my financial situation. As a busy physician with a family, it was very hard to keep track of everything, and my bank would rarely call me if ever. Luca has a much more hands on approach. Since meeting, he has helped me build a comprehensive retirement plan that takes into consideration every aspect of my situation, not just parts of it. He proactively outlines investment opportunities as the market changes, and because of it, we have taken advantage of opportunities that otherwise would have been missed. Financially I am much better off with him as my CFO."

Dr. Carlos Salgado CCFP

"We have been investing with Luca for approximately 5 years. During this time, Luca has suggested innovative and lucrative investment strategies not previously brought to our attention by other financial advisors or our accountant. We are pleased with the performance of our portfolio and insurance products. Luca has proven to be a trusted, resourceful and attentive financial advisor."

Dr. Mike and Sharry Hughson

As a recent graduate from medical training, I found the task of managing debt and optimizing my income quite daunting. Luca has been instrumental in showing me proven strategies to diversify my financial portfolio, and I am now well on my way to building wealth and saving money through tax strategies I had no idea existed. I found Luca to be exceptionally knowledgeable as a financial advisor, and he has a natural talent in making sometimes complicated  income building methods easy to understand. I would highly recommend his services to any professional wishing to utilize tax and other financial strategies to enhance their income and save more money than they ever thought possible

Dr. Victor Quaye MD, CCFP

We refer to Luca as our "financial architect", as we truly believe that he is helping us build a solid financial foundation for our future together.

Laura Draeger & Ray Henry President & Co- Founder Relish Gourmet Burgers