Mobius Planning - Financial Planning & Wealth Management

Our founder works in the area of financial life transformation.
But he used to build robots...
His original training was Mechatronics Engineering from the University of Waterloo. Spent eight years working variously in consulting, program and product management, engineering, operations and marketing. Worked at Microsoft, NVIDIA, and other tech companies in Silicon Valley before moving back to Canada.
It was a fun adventure and good money along the way. Much I joyfully gave to charities, but what he kept he invested, and ended up doing very well.
But while he was seeing his wealth grow, he saw others around me lose to inflation. While he leveraged tips and tricks of personal finance for getting ahead, others experienced missed opportunities. While he had established strong financial foundations, others were building their houses on sand. It seemed so wrong to him. So much more could be done. And should be done.
Optimization! Said his engineering mind.
Stewardship. Said his heart and his values.
So he resolved to help.
This was the genesis of his entry into profession of financial planning and wealth management. Optimization and stewardship remain the essence of what he does.
He specializes in serving business owners and engineers because he is one himself. He helps those who value planning but are overwhelmed by the choices, to get a handle on the structures and strategies needed to build and sustain financial health. He helps those who value advice, and wants a lasting relationship with a trusted advisor.
In addition, he teaches and helps CPAs / accountants to deliver more value to their clients by helping them become more proactive and holistic. His team works as an extension of the CPAs to offer more integrated and holistic planning than is possible for a CPA to do alone, expanding the brain-trust, and delivering better client outcomes than a traditional model of 'referring out'.
Get more. Give more. Do what you love. -- This is the philosophy of Mobius Planning.