We are your wealth Sidekicks, supporting smarter financial decisions, one family at time, since 2012.

Our Mission is to make you, your own MONEY HERO.

We do this through experise, education and co-creating  financial plans with our clients.

Our Impact Goes Beyond Quarterly Statements

More Predictable Rates of Returns, Tax Savings, Higher Retirement Incomes… all great right?

Who wouldn’t want those. But these are means to an end. And YOU get to decide what these would mean for you. 

We believe that all of thes play a role in realizing your goals, but cannot be mistaken as goals themselves.

So here are stories* from real people who took control of their finances and gave themselves permission to recognize what they are really trying to accomplish.


Being
Your Own Money Hero
Could Mean

Helping Your Kids Buy Their First Homes.

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Deacon (58) and
Annie (57).

Deacon and Annie are DIY investors who were unsure if they were ready to retire, let alone give a sizable gift to help their daughter, Mila, buy her first home in Calgary.

Both Deacon and Annie prioritized helping Mila climb the real estate ladder and were willing to work longer just to help her get started.

Their financial plan confirmed that even if they carved out $100,000 to gift to their daughter, they would still have far more than enough to sustain their retirement.

As a result, Deacon and Annie will be retiring when Deacon turns 61 instead of working until 65.

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Going On A Dream Trip Of A Lifetime

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Amanda (49) and Marcus (50)

Amanda and Marcus both feel like they’ve had late starts in their careers because they chose professions that required decades of education.

They’ve worked with a bank advisor who did nothing but review percentage returns and justify the fees.

Since they both enjoy their work and want to work beyond their 60s, they wanted to know if they could “live it up” now instead of waiting until retirement.

Their plan showed them that they are “more than on track,” and we created a separate account that would allow them to spend tens of thousands on a dream trip.

Their plan gave them the confidence to spend now, knowing that it won’t impact their retirement.

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Redefining Where You Retire

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Julia (62)

Julia approached us questioning whether retiring was at all within her reach.

After enduring a period of disability and a challenging divorce, she found that much of her retirement savings had been depleted.

She was aware that retiring on her savings alone was not feasible, nor did she wish to remain inactive.

We devised a plan illustrating precisely how much she would need to continue earning in order to sustain her lifestyle in San Miguel, Mexico.

We assisted her in identifying and marketing her unique skills, enabling her to generate an income online. She’s now engaged in writing and translating technical documents in Russian, all while residing in a Spanish-speaking country.

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*Real stories anonymized and modified to protect the client’s privacy.

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What Clients Are Saying About Our Services

Hervin Pesa - Financial Planner place picture
5.0
Based on 40 reviews
Kevin Aguilar profile picture
Kevin Aguilar
5 years ago
Hervin is a great financial planner and really takes the time to understand each individual and their situation. He gives honest and trustworthy advice and isn’t scared to tell you what you may not want to hear. You can tell he really wants to help people and truly teaches you what we should’ve been learning in school. Book a consultation and subscribe to his YouTube channel. He won’t disappoint!!!
Christopher Miranda profile picture
Christopher Miranda
6 years ago
I booked a consultation session with him and he did not disappoint! Great financial planner and really helped my give me a solid foundation to start my business. Very transparent and knowledgeable. Highly recommended!
Rosemarie Magdirila profile picture
Rosemarie Magdirila
6 years ago
Hervin was able to breakdown my goals and ideas& walk me through every scenario on how to create valuable and successful for your money. I highly recommend Hervin when it comes to financial advices. He is a professional,well knowledgeable, and really responsive financial planner. Thank you so much Hervin for our meeting today .Stay safe!
Anthony Sapa profile picture
Anthony Sapa
6 years ago
Insightful, knowledgeable, and determined. Hervin answered all of my questions with great detail and insight.

Hervin gives a very personalized service that doesn't make you feel like you are a number to him. He goes out of his way to understand you first so that he can better advise you. He structures his plan specifically to match your life style, growth, and comfort.
Vida Valerie Vispo profile picture
Vida Valerie Vispo
6 years ago
Highly recommend!! If you’re like myself and partner, who are just starting in life, and don’t know where to start, or how to start with financial needs, life insurance needs, critical illness, and many more he’s the right person to talk to! Definitely with just 1 meeting you learn a lot, an eye opening experience. He goes into detail about what you should have but within your means. DEFINITELY CONTACT HIM! Our plans are starting to have a clearer path!
Lea Crisostomo profile picture
Lea Crisostomo
6 years ago
We are very grateful to Hervin for helping us understand what life insurance is all about. He is very knowledgeable and very nice person to deal with. The way he explain helps those who don’t have any idea on what plan to get. Thank you and your dedication is appreciated.
Mia-Mei Hernandez profile picture
Mia-Mei Hernandez
6 years ago
Hervin Pesa is truly good at what he does. He is responsive, smart and professional. He explained all the details thoroughly and even gave me advice that would actually benefit me in the long run. He foresees possible situations or circumstances that may have a great impact for you in the future. He gives the wisest and smartest insights to handle or avoid possible unfortuitous events. With his ability to think ahead, you and your family are sure in the right hands. Plus, he truly emphasizes what you actually need rather than what you want.
Ann Irine Guillem profile picture
Ann Irine Guillem
6 years ago
Hervin, very professional and thorough with his transaction with me He made sure to discuss all the options that I have to make sure I pick what is the best insurance for me.
stargazer jugger profile picture
stargazer jugger
6 years ago
Kuya Hervin Pesa has a natural rapport with people and does very well communicating others. His ability to quickly assess problems and quickly identify a solution. He is very professional for delivering his advices for me to understand what I need for my insurance. So, I highly recommend him to all who is looking for affordable but high quality insurance.
Farzam Bahrambic profile picture
Farzam Bahrambic
6 years ago
Hervin was able to breakdown my goals and ideas and walk me through every scenario on how to create a valuable and successful business. He was very professional and went straight to his resources. I would recommend hervin to any new or experienced business owner. Asking for help is a big part of growing. 10/10 for the services I received from Hervin.
Alyanah G profile picture
Alyanah G
6 years ago
Recommended.. He will surely get 5 stars or more because he knows what he is doing. A man with integrity and professionalism.. He will guide you all the way until you feel secured and contented. He is a family man so he definitely knows what a family needs when it comes to security and peace of mind. Thank you for all your insights and Keep up the good work..God Bless you more..
Chad Bailey profile picture
Chad Bailey
6 years ago
I highly recommend Hervin!His very professional and great listener! He will provide you with great options that will suit your insurance needs at an affordable price. What are you guys waiting for?why wait for something to happen and regret it....please send him a message so he can provide you with the right insurance that will protect not only you but the most valuable in your life...your family!
Laine Delos Reyes profile picture
Laine Delos Reyes
6 years ago
Actually I found Hervin’s page in social media and made an inquiry online. At that time, i was looking to add additional insurance for my family since I am that type of person who believes that Life Is Short and to prepare for the future of my family in times of contingencies is important for me.

Immediately, Hervin contacted me and gave me all available options. My insurance was all processed online and that includes live videos, phone calls and emails. As insurance advisor, Hervin handled my account in a very professional manner. Now I feel secured that I am covered and my family is protected.
kenia Martinez profile picture
kenia Martinez
6 years ago
The service Hervin provided was great, he took his time explaining documents in detail, would always accommodate meetings to suit my schedule, and was very knowledgeable.
I highly recommend!
Christine Maravilla profile picture
Christine Maravilla
6 years ago
Sir Hervin is very helpful and has wide knowledge in his field. I can say that getting a life insurance will be a lot easier if you go to him.
Rob Symington profile picture
Rob Symington
6 years ago
Hervin gets a five star review because he deserves it!! If your looking for someone that cares about his customers give him a call. I’ve worked with Hervin for years and have nothing but the best to say about how he does business. Again ⭐️⭐️⭐️⭐️⭐️ Thank you for all you do.
maria Carla Palaming profile picture
maria Carla Palaming
6 years ago
Recommended. He will help you not to get commission but because he believed its better to have something than nothing. Thank you Hervin
Michael Chandara profile picture
Michael Chandara
6 years ago
Hervin went above and beyond when it came to my financial questions. He was very knowledgable when it came to my situation and I was very happy that he was able to guide me in the direction that was best suited for me. He was also very professional and I would definitely recommend him to my friends and family!
Emjhaee M profile picture
Emjhaee M
7 years ago
Hervin and his team were fantastic. They helped us with our financial plan and insurance options without making us feel bad or behind. He’s so good a simplifying things for us to make sure we are really aware of our choices.

Ive recommended him to friends and I don’t regret it.

Thanks again!
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