Financial Planning, Insurance, & Wealth Management for Canadians

Where financial education & confidence helps make your 'one day...' a reality

We help families and businesses navigate the complex world of finance and insurance, and journey alongside them as they grow their wealth and secure their legacy.

Building your wealth from the ground up should feel empowering

When you’re working hard for your money, it only makes sense to want it to work for you, your goals, and your family. But knowing how to invest in a way that maximizes your wealth isn’t straightforward or simple.

That’s why at Wealth Blueprint, our mission is to help families and businesses feel confident and educated as they grow their wealth and secure their legacy.

We believe you genuinely deserve to understand your options and make wise, informed decisions for your family. As your trusted advisors, we’ll always be here to listen, answer your questions, and make recommendations that align best with what we’ve learned about you and your aspirations.

Since becoming financial advisors in 2011…

Top

%

advisors worldwide

Over

lives touched & counting

Ranked #

of 150 advisors at our agency

Financial Planning Services

Become one day closer to your ‘one day…’

Wealth Blueprint

Maximize your money’s potential with cash flow, tax, investment, retirement, and estate planning, paired with living benefits like life and critical illness insurance.

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Build Your Own Pension Plan

Ensure you can live comfortably in retirement with Build Your Own Pension Plan, our signature retirement and wealth building strategy for business owners.

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Meet your trusted financial advisors

We’re Darryl & Tia, a husband-and-wife team who’s passionate about helping families embrace the life—and time—they have together

Our financial journey started out of necessity. To begin our lives together, we had to find a way to climb out of debt. Eventually, building our family’s wealth unlocked a quality of life where we could really enjoy our time together while also securing our children’s future.

Safe to say, we know just how transformative effective wealth management can be. As your financial advisors, we want the same for you and your family. For that reason, we’re guided by integrity, education, relationships, and honesty, with a heart to help make your dreams reality.

Get to know us

"Darryl and Tia treat us like family and handle our money like their own."

They’re attentive both in informing us of the latest financial trends—both good and more importantly, bad—and come prepared with options on how we should navigate. Since we started relying on them, we sleep better, knowing that we have experts monitoring and navigating our investments 24/7. We’re happy and amazed with our growth—we’ve never met an advisor who encourages us to enjoy life and spend money until now!

– Julie & Jason

"What stands out is their unwavering commitment to their clients' best interests, and their ethical and genuine approach."

From the moment I began working with Darryl & Tia, it was clear I’d found a team I could wholeheartedly trust. Their care is evident in every interaction; I never felt pressured—rather, they prioritize transparency and clarity, providing the guidance and information I needed to make empowered choices that align with my long-term financial goals.

– John

"Darryl and Tia took great interest in learning about our family and goals, and made us feel at ease and secure in making huge life decisions."

After having our children, we knew we needed to plan ahead and establish solid strategies to provide financial security for our family. Darryl and Tia walk the talk, and deliver on their promise to ensure your money grows. We’re amazed to see the legacy we’re building for our family, and have Darryl & Tia’s expertise, knowledge, skill, and passion to thank for that.

– Krystle & Ken

"Darryl and Tia respected my comfort level in investing, and over the years have truly become my trusted advisors."

These days, it’s hard to know who you can trust with your money, but despite the market and life volatility, Darryl & Tia have been there to guide us through the way without the smoke and mirrors. Their explanations are simple to follow and easy to relate to, but most of all, Darryl’s dad jokes shines through—leaving conversations light and fun.

– The Kots

What to expect

What does designing & implementing a wealth blueprint with us look like?

01 Discover & Design

Our online discovery call is a time to listen and learn about who you are, where you’re at in your financial journey, and what your aspirations are. After our meeting, we’ll determine what we’d do if we were in your shoes and start drawing up the plans to your personal wealth blueprint.

02 Solution & Setup

At our next meeting, we’ll reveal your wealth blueprint—a plan outlining several specific strategies to help accelerate the growth of your wealth. We’ll be with you every step of the way as we implement each strategy you decide on.

03 Review & Refine

This isn’t a one-and-done deal; we’ll continue meeting annually to review how your finances are growing, make adjustments to optimize your strategy, and layer on more strategies. We’ll also always be accessible to you throughout the year via call, email, or text!

It’s time to establish a wealth building strategy that makes your ‘one day…’ a reality. Start planning today

At Wealth Blueprint, our strategies are guided by how we’ve grown our own dollars into financial security and generational wealth. Journeying alongside you through and toward every stage in life, we promise to always keep your best interests and aspirations at heart.

book a discovery call