Dave Rushby is a dedicated wealth planner who excels in guiding clients through their financial journeys with expertise and care. Known for his strategic insight and personable approach, Dave is committed to creating customized financial plans that align with each client’s unique goals and values. His ability to simplify complex financial concepts and offer actionable advice helps clients make informed decisions with confidence. Dave’s focus on building strong, lasting relationships ensures that every client receives the personalized attention they deserve, making their path to financial success both clear and achievable.

"True financial planning is about understanding your dreams and crafting a path to make them a reality."

Travis' main focus is to serve people looking to understand and optimize their financial situation; from the young adults that are just starting their careers and have the value of time to build great foundations, to the retirement community that has saved and built large masses of wealth that need strategic financial instruments to transfer their legacy.

Travis has completed the Canadian Investments course all with The Life License course. He is currently striving to complete his CFP designation which will bundle all the knowledge together.

True to his Canadian heritage, Travis loves filling his pass time with hockey and being outdoors. Adventuring the Canadian Rockies is always filled with new experiences.