Earning more hasn't made money feel easier. That's not an income problem - it's a strategy problem. We help you turn high earnings into lasting wealth.
You've done everything right - except one thing. Here's what's holding you back.
Earning $150K+ but nothing meaningful left at month's end. Lifestyle inflates with every raise.
At $150K in BC, marginal tax takes more than 40 cents of every extra dollar you earn.
There's no shortage of financial opinions out there. What's missing is a personalized plan built around your specific situation, goals, and income.
You're too busy earning to optimize what you've earned. The complexity grows while your bandwidth shrinks.
We start with a comprehensive plan built around your goals - then put the right investment and insurance tools in place to make it work. Investment guidance and insurance are also available on their own if a full financial plan is not what you're looking for right now.
Find $500–$2K/month in hidden "leaks" through expense analysis and strategic restructuring.
Optimize your taxes through RRSP and FHSA contributions, registered account strategies, and deduction optimization.
Eliminate high-interest debt strategically while building wealth simultaneously.
Break the spend-earn-spend cycle with accountability, structure, and proactive guidance.
RRSP, TFSA, and non-registered strategies aligned with your goals - with regular reviews to stay on track.
Life, disability, and critical illness coverage reviewed against your income and family needs - so your wealth is protected as it grows.
Transparent pricing, a money-back guarantee, and hundreds of satisfied clients.
[Client case study - to be developed from real anonymized client interviews. Jared and Josue to arrange 3-5 client conversations for Dito to conduct.]
Not a test of how much you have. A quick check on how much of it you could explain.
With DesignWealth, you always know exactly what you'll pay. On the Planning + Implementation path most clients choose, the planning fee is 1.25% of household income, with flexible monthly payment. If you invest with us, a fee-based account charge of approximately 1% per year applies to those assets - charged on the assets themselves, not billed to you separately. Fund costs apply as well, held back inside the funds. Our pricing page shows all three in dollars. We also offer a 100% money-back guarantee on your planning fee for the first six months.
See Full Pricing Details"Within our first year, they identified over $12,000 in tax savings we had been leaving on the table. The fee paid for itself five times over."
"For years I earned well but had no idea where it went. DesignWealth helped me find $1,800/month in cash flow leaks I didn't know existed. Now I'm actually building wealth."
Your one-hour discovery conversation is complimentary, confidential, and zero-obligation. Let's talk about where your money is actually going - and where it should be.
