Wynne (Winnie) Ma, B.Comm

Co-Founder

Funding Strategies Consultant | Health Recovery Cashflow Specialist

Cannabis | Wellness | Lifestyle | Healthcare | Senior Care

During her time as a Financial Security Advisor, Wynne identified a significant lack of awareness and preparation among Canadians in their healthcare and senior care planning. No one was offering realistic solutions or even discussing the long-term issues, so Wynne drew on her previous years of extensive financial planning experience, and started a new project that focuses on helping forward-thinking Canadians access the healthcare funding they need to have a better quality of life.

Wynne served as a Board Member of the Richmond-Delta Chapter of the Canadian Association of Retired Persons (CARP), where she spent time on the advocacy committee to improve the quality of life for seniors and their caregivers.

Patrick Louie, B.Eng

Co-Founder

Funding Strategies Consultant | Health+Wellness+Lifestyle Flex Benefits Specialist

Cannabis | Wellness | Lifestyle | Healthcare | Senior Care

Having experienced the impact of cancer and dementia on his own family, Patrick understands all-too-well the gaps in the Canadian healthcare system, and the importance of planning ahead to ensure a better quality of life.

With years of experience working with health professionals, holistic wellness practitioners, senior care service providers, advocates, insurance consultants, and employee benefits specialists, Patrick has cultivated a unique and deep understanding of how to help Canadians access the healthcare funding they need, and bridge the gaps between the public and private systems.

Patrick served as a member of the Health Action Network Society (HANS), a non-profit organization dedicated to health awareness and preserving freedom of healthcare choice for all Canadians.

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