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I used to build robots…

Then worked at Microsoft in program management and, later, international business development for a consultancy. The 8 years in engineering and business made for a good adventure and good money along the way. Much I gave to charities, but what I kept, I invested, and ended up doing very well. Turned out I beat the S&P 500 year after year the last 8 years. Go figure.

But while I was seeing my wealth grow, others lost to inflation. While I leveraged strategies for accumulating wealth, others accumulated missed opportunities. While I had established strong financial foundations, others built their houses on sand.

It seemed so wrong to me. Even folks who earned a 6-figure income often didn’t know how to be wise with it. So much more could be done and should be done.

Optimization. Said my engineering mind.
Stewardship. Said my heart and my values.

So I resolved to help. This is why I do what I do. I work with high integrity, successful, family-oriented and generous people.

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Welcome

Mobius Wealth offers a personally engineered approach to your wealth management and insurance needs. I help clients employ the financial structures, strategies and behavioral psychology required to secure a strong and healthy financial future.

Services

Wealth Management

Chart an investment roadmap completely personalized to your situation rather than use a cookie-cutter approach. Together we determine the strategic allocations between accounts, and help you invest in a manner suited to your goals and comfort level with volatility.

Comprehensive Planning

Finding balance in life is hard. Finding balance in our finances is a real part of that. Beyond deep dives into investment and insurance planning in isolation, you need a total flight plan for your financial success, making the necessary stops along the way for your immediate and future financial goals.

Insurance Brokerage

Build solid financial foundations in essential areas of personal and family insurance planning. Establish protection in the event of premature death, critical illness, disability, and loss of independence. Get expert advice and brokered access to a range of insurance companies in Canada.

My Mission

Helping people live well and give well through wise financial stewardship.


My Philosophy

Earn all you can. Save all you can. Give all you can.

What Clients Say


For Holistic Advice

For Investing

For Life Insurance

For Advanced Strategies

About Me


I used to build robots…

Studied Mechatronics Engineering at the University of Waterloo. Worked at Microsoft in program management. Then led international business development for a startup, consulting for companies like PBS. It was a fun adventure and I made good money along the way. I gave a lot of it to charities, but what I kept I invested, and ended up doing very well. Turned out I outperformed the S&P 500 year after year. Go figure.

But while I was seeing my wealth grow, I saw others around me losdesk2e to inflation. While I knew how to leverage strategies for accumulating wealth, others accumulated missed opportunities. While I had established strong financial foundations, others were building their houses on sand.

It seemed so wrong to me. So much more could be done. And should be done.

Optimization!!!
Said my engineering mind.

Stewardship…
Said my heart and my values.

So I resolved to help. I specialize in serving professionals and young families because I am one myself. I help those who value planning, but are not investment savvy, confused by insurance, or are overwhelmed by the choices involved personal finances altogether. I help them people get a handle on the structures and strategies needed to truly build and sustain wealth. Those who value advice, and want an ongoing advisor.

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Plans fail for lack of counsel…

- Proverbs of King Solomon

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Clients Served

Services

Investments

Investments

How much should you put into RRSP this year? Is a Spousal RRSP relevant? What will it do for me? How much between RRSP vs TFSA?


Insurance

Insurance

Life Insurance
Critical Illness Insurance
Disability Insurance
Long Term Care Insurance


RESP

Children’s Education

How much do we need to save? What are the plans available? What are the terms and conditions?How do government grants work?


Mortgage

Mortgage Hacks

Guidance for what mortgage is best for your situation. Tips and tricks for paying off your mortgage 5 years faster–without paying more.

Risk Management

Build strong financial foundations in essential areas of personal and family insurance planning. Establish protection in the event of premature death, critical illness, disability, and loss of independence. We provide expert advice and brokered access to a range of insurance companies in Canada.

Click for Details

Wealth Management

Chart an investment roadmap completely personalized to your situation rather than use a cookie-cutter approach. Together we determine the strategic allocations between accounts, and help you invest in a manner suited to your goals and comfort level with volatility.

Click for Details
 

Get Connected

phone me: 604-249-3572
text me: 778-836-0022
email me: bily at wealthmobius.com
fb message: facebook.com/mobiuswealth

where and when

Hours

Weekdays 9am-5pm
Some evenings and weekends


Office

8171 Ackroyd Rd #3000
Richmond, BC


Flexible

Mobile to meet at other
locations
and online via Skype

Events

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Sermons

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Latest News

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