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Christopher Liew
Christopher Liew, CFA, CFP®

Our story

Hi, I'm Christopher Liew, and I'd like to share why I started Blueprint Financial

It started with my own relationship with money. Here's how it began.

A NOTE FROM OUR FOUNDER

Where it started

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.

Over time, more and more Canadians were asking me about how to leave the country without tax issues. As someone who's worked remotely abroad in the past and navigated international tax rules myself, I saw firsthand how complex it can be.

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 whom 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, building wealth or planning your exit from Canada, we're here to help. We've helped families, professionals and business owners across the country gain 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 connect with a planner through us or explore the free resources on our website and YouTube channel, I hope we can make a difference in your financial journey.

Christopher Liew, Founder of Blueprint Financial · CFA, CFP®

Canadians reached by my first education platform
6M+
YouTube subscribers
60K+
Financial plans delivered
1,500+

Meet the team

The planners you'll work with

When you engage through Blueprint, your planning is delivered by credentialed professionals at Maxim Advisory Group. Here's who you'll be working with.

The Blueprint exit team
  • Jason Pisesky
    JD · Tax lawyer
  • Simon Wong
    MBA, CFP® · Integrated planner
  • Christopher Liew
    CFA, CFP® · Founder
  • Obed Maurice
    CPA (CA & U.S.) · Exit planning lead
  • Anass Mebtoul
    CPA · Tax compliance
  • Barb Fouillard
    Your first point of contact
Christopher Liew

Christopher Liew

CFA Charterholder, CFP®

As the founder of Blueprint, Christopher built the platform to connect Canadians with credentialed planners and licensed portfolio managers. He holds the CFP® and CFA designations and is a personal finance columnist at CTV News.

Obed Maurice

Obed Maurice

CPA, CA, CFP®

A tax expert who helps Canadians reduce taxes, plan their exit from Canada and build wealth across borders. Dual-designated CPA in Canada and the U.S., with over 15 years advising business owners and high-net-worth clients.

Simon Wong

Simon Wong

MBA, CFP®, CIM, CLU

A financial planner helping individuals and business owners simplify their finances and make confident decisions. From retirement and tax planning to scaling or selling a business, he turns complex strategies into clear, actionable steps. Contributor to The Globe and Mail.

Ready to get started?

Let's start building your financial future with our Blueprints.

Christopher Liew