Dr. Wing Lim

Wealth Creation & Real Estate

Dr. Wing is Family Physician based in Edmonton with a practice-focus in care of the elderly.

But Wing’s story is incredible: he started as a struggling solo-practitioner and went on to become a real estate developer who executed over $100 million in new construction – including one of Canada’s largest independent clinical facilities – Synergy Medical.

Wing inspires with not only his practical application of knowledge but the wisdom acquired through his decades of personal financial learning.

• Wealth creation strategies focused optimal use of incorporation, advanced tax planning, credit, and investing techniques.
• Real estate investing is reviewed comprehensively from single-family dwellings to more sophisticated moves in private equity.
• Taught by Wing who has been the lead developer on over $100M in new construction projects
• Committed to your personal success
• Peer learning experiences
• Cross-pollination of ideas and strategies

Dr. Kevin Mailo

YOU as the Most Important Investment

Kevin is an Emergency Physician who brings nearly two decades of experience as a top-rated educator through his uniquely entertaining approach. With strong returns in real estate and the public markets, Kevin enjoys financial security that has allowed him to begin working part-time before his tenth year in practice – and freely raising his four beautiful children.

For Kevin, money isn’t about consumer spending, it’s about building our best personal lives and ensuring we are practicing our best medicine. His dream is to see every Canadian physician enjoying personal financial security.

• Focused on improving your financial resilience as a busy physician
• Led by Kevin who is nationally recognized for his work in financial education for physicians
• Committed to your personal success
• Peer learning experiences
• Cross-pollination of ideas and strategies

Jason Pisesky

Jason is a tax lawyer with an international accounting firm, KPMG. His practice background is extensive and includes personal and corporate tax-planning as well as litigation and dispute resolution. Whether you are scaling up your practice or winding it down, proper coordination between a tax lawyer and your accountant can ensure you're doing it right.

Gaurav Sobti, CPA

Gaurav brings top-tier experience from an extensive background in private equity and lending.

He has conducted hundreds of millions of dollars in commercial lending transactions. And previously, he was part of a team overseeing a $3B portfolio for a major public sector pension fund.

Gaurav is a licensed mortgage associate through RECA and commercial mortgage brokering is conducted through Create Commercial Mortgage Services.

Simon Wong, MBA, CFP

As an Integrated Wealth Planner, Simon's expertise lies in simplifying complex financial concepts into clear, actionable insights, forming the cornerstone of his Financial Plans. 

Simon specializes in navigating individuals and businesses through the intricate landscape of tax planning and investing, utilizing his extensive knowledge and experience to foster their financial success and stability.

Nick

Giovannetti, CFP

Nick is a Certified Financial Planner® with a fully Integrated Wealth Planning Team. My approach to financial planning centers around a deep understanding of clients' goals and objectives, fostering long-term relationships built on trust and transparency.