Rise Above Finance

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Rise Above Finance Wealth Beyond Riches — Your financial family doctor. Helping you steward what matters most. Proudly serving Alberta, British Columbia & Ontario.

Book a free consultation today! https://www.riseabovefinance.com/free-call Money can feel overwhelming — too many choices, too much jargon, too little clarity. That’s why we've built a different kind of financial planning firm. Think of us as the family doctor for your finances: we look at your whole financial picture, diagnose issues early, prescribe practical solutions, and stay with you through every stage of life. Our vision is to see people live with margin and abundance, not stress and uncertainty — to steward their resources with wisdom, purpose, and the freedom to give generously. Book a free consultation here:
https://www.riseabovefinance.com/free-call

08/14/2026

There’s a lot that goes into trusting someone with your finances..

For our client Matt, it comes down to having a team that knows what they’re doing, keeps things organized, and genuinely has his best interests in mind

Appreciate the kind words Matt 🙌

We take keeping your ducks in a row very seriously 🦆

08/10/2026

One of the best parts of building a business is seeing someone genuinely love what you created.

Our client Matt, founder of Oaki Doki Woodworks, shares one of his proudest moments as a maker and business owner.

08/05/2026

Financial advice is about more than numbers.

Business owner and client Wei shares why knowledge and credentials matter, but so do humility, trust, and the ability to connect clients with the right people and opportunities.

At Rise Above Finance, we want to be more than advisors. We want to be people you know, like, and trust, and a valuable part of your broader community.

Because the best advice goes beyond just finance.

07/28/2026

Business owner and client Wei shares one of the simplest ways to invest in your team: offering health benefits

Many owners assume employee benefits are too expensive, especially when they’re focused on making payroll and growing the business

But with the right structure, even a modest plan can make a meaningful difference for your employees

At Rise Above Finance, we help business owners build group benefits plans around their team and budget

Not sure what your business can afford? Let’s review the options together!

07/23/2026

Business owner and client Wei shares how losing a close friend’s wife to cancer changed the way he thinks about planning for the worst.

Insurance can’t remove the pain... but the right plan can give your family time, options, and space to recover.

At Rise Above Finance, we help families and business owners build comprehensive protection strategies around their lives, income, and businesses.

Not sure whether your current coverage is enough? Let’s review it together.

06/01/2026

Most families think estate planning is just about having a will... but a complete estate plan should also consider:

✅ Power of attorney
✅ A financial plan
✅ Taxes, probate, and legal costs
✅ Insurance protection
✅ Funeral wishes
✅ Digital assets like online banking, photos, and social media

Estate planning is not just about money.

It's about protecting your family, reducing confusion, and making sure the people you love are cared for during one of the hardest seasons of life.

This becomes especially important if you are getting married, having kids, caring for aging parents, or building wealth for the next generation.

Comment ESTATE and we’ll send you our estate planning guide.

Follow for more practical financial planning tips for Canadian families.

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We're proud to announce the launch of WealthMatch, a revolutionary way that's changing the dating game forever.WealthMat...
04/01/2026

We're proud to announce the launch of WealthMatch, a revolutionary way that's changing the dating game forever.

WealthMatch is a matching platform for financially vetted singles - paired by net worth, spending behaviour, debt profile, and portfolio compatibility.

At Rise Above Finance, we've spent years helping founders and business owners make better financial decisions and solve their concerns..

But there was one problem that kept coming up: financially incompatible partners.

Studies show money is the #1 source of conflict in relationships, and yet there has to be a clear solution.

You'll check someone's LinkedIn profiles before a coffee meeting, but you won't ask about their debt-to-income ratio before a second date?? 🤔

We think that's a gap in the market.

Love is great and all, but aligned financial behaviour is quite underrated.

And so we built a proprietary 4-question assessment to calculate your Financial Dateability Score™.

Link in Bio. In less than a minute you'll see magic at work. The website actually works 😌

(Results may change your life. Or at least your standards.)

03/23/2026

“I used to think insurance was a scam" was what Annie believed.. the topic felt unnecessary, and she was fed up with sleazy salespeople.

But one day she wondered:

If something bad happened to her, would she be okay? Would her family be okay?

It became personable.

But who to trust? What questions to ask? And that was the beginning of when we started the conversation together.

Do you actually know what you’re covered for?

Part 3 - Annie’s story

Shared with Permission: .annielo x

03/21/2026

“How did you already think about your life like that?”

Annie didn’t have it all figured out.. she just started asking better questions.

What do I want at 30? What would it take to get there?

Money stopped being the goal. It became the tool instead; to build, and to protect, the life she wanted.

Are you building… or just going with the flow?

Part 2 — Annie’s story

Shared with Permission: .annielo x.

03/19/2026

If that accident was me, what would I regret not doing?

Annie had the “right” path already working at a law firm along with her side businesses.

Then one day in traffic… that question hit.

The answer became an inflection point led Annie to take a risk to try something new with no regrets.

And she hasn't stopped looking back since.

What’s something that you’d regret not trying?

Part 1 -- Annie’s story

Shared with Permission: .annielo x

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