About Us
“Hi, I’m Christopher Liew and I’d like to share the story of why I started Blueprint Financial.”
I grew up often feeling anxious about money, even though my family was financially stable. That scarcity mindset followed me throughout life. No matter how much I earned or how hard I worked, I always felt like I didn’t have enough.
Over time, I realized financial stress wasn’t just my problem. Rich or poor, it was something many of my clients, friends, and family struggled with.
Interestingly, some of my wealthiest clients and friends are the ones most stressed out about their money!
Navigating Financial Uncertainty
“In 2019, I launched a financial education website and YouTube channel.”
It reached over six million Canadians before I sold the two platforms. I kept hearing the same concerns from my audience: people saving for retirement who were worried they would never retire, retirees worried about running out of money or missing key lifestyle goals, and business owners struggling with investing extra income and managing taxes.
On top of hidden fees and the overall distrust of financial advisors and banks, many Canadians feel lost about their financial future and unsure of who they can turn to for help.
When I started working as a financial advisor in Canada, I applied financial planning to my own life by closely tracking expenses, building detailed plans, and stress-testing my investments. For the first time in my life, I felt in control, and my worries and anxiety about money began to fade. This experience taught me that a solid financial plan and a little education can go a long way to improving your quality of life.
I wanted to help people using the same plans that provided me with so much peace of mind. That’s why I started Blueprint Financial.
Our Mission at Blueprint
“At Blueprint, our mission is to reduce your financial stress with clear, customized plans.”
Whether you’re preparing for retirement, managing a business, or looking to grow your wealth, we’re here to help. We have helped many families and businesses all across Canada find clarity and confidence in their finances.
I know how life-changing it can be to have a financial plan you can trust. Today, I’m proud of our work at Blueprint Financial and the incredible team that is all aligned with our common vision.
We’re committed to helping as many Canadian families and businesses as possible. Whether you work with us directly or explore the free resources on our website and YouTube channel, I hope we can make a difference in your financial journey.
Warm regards,
Christopher Liew
Meet The Team
Christopher Liew
CFA Charterholder, CFP®
Christopher is here to help you tackle your financial challenges and grow your wealth.
As the founder of Blueprint Financial, he oversees every plan and develops investment partnerships to help you achieve your retirement goals.
He holds the CFP® and CFA designations and is a personal finance columnist at CTV News, where he shares trusted insights with thousands of Canadians.
Obed Maurice
CPA, CA, CFP®
Obed helps you navigate the complex world of taxes and accounting.
He’s our trusted partner for business owners looking to reduce taxes, stay compliant, and maximize their profits.
With his CPA credentials, experience as an accounting firm partner, and a CPA Alberta Distinguished Service Award (2022), Obed brings proven expertise you can trust.
Simon Wong
MBA, CFP®, CIM, CLU
Simon is our head financial planner, helping individuals and business owners simplify their finances.
From retirement planning and tax savings to scaling your business or preparing for a sale, Simon turns complex strategies into clear, actionable steps.
Simon holds an MBA in Accounting, is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU), and authored a wealth planning book for Canadian business owners.
Youtube Channel – Blueprint Financial
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