Have a Chat with Us

If you’d like to chat further with us about working together, all you you have to do is decide which one of us you’d like to have your initial conversation with!

Using the integrated booking tool below, find a time that works for you, and a meeting will automatically be created with Russ or Kevin.  Once the meeting has been set, we will follow-up with you to confirm the location.

Looking forward to chatting further!

Book with Kevin

When not spending his time helping clients hack their way to financial freedom, Kevin is a big believer of living life to the fullest and values experiences over material goods.  He is a born and raised Calgarian and proud Canadian.

Some of Kevin’s favourite activities include:

  • Traveling the world, with a current country count of 33 after visiting New Zealand in January 2018.
  • Racing in triathlons, and most recently, completed the Ironman Canada in Whistler in July 2018.
  • Tracking and quantifying his way to an optimal life with many tools and spreadsheets.
Book with Russ

Russ is one of those odd balls who loves numbers, spreadsheets, and dungeons & dragons! “Good things come in threes,” he says! Russ is also a husband and a father to a very happy three year-old and a very, very new baby.

A little more about Russ:

  • After a bad experience with a financial advisor, he knew there had to be a better way to help people with their money which led him into a career in financial planning.
  • He loves local, craft beer and after a fun year of brewing and taste testing he decided to leave it to the experts.
  • His latest hobby is baking. For his son’s 2nd birthday party, he was inspired by Momofuku Milk Bar’s Birthday Cake.  Making a version with his own small tweaks turned out to be a crowd please. The birthday boy was especially pleased.

Contact Us


Suite 600, 630 8 Ave SW
Calgary, AB  T2P 1G6