Advice-Only Financial Planning for Canadians

Peace of mind through informed, objective advice.

We create simple and actionable financial plans to help you live the life you want. We’ll discuss your options and support you on the best path for your goals. We offer two tiers of service to best meet your unique needs.

 

Review and Recommendations

$800

  • Discussions to understand you and your goals

  • Answers to your most pressing questions

  • Recommendations to help you progress

Examples:

  1. A review of your current investments

  2. Help making a major financial decision

  3. Creating a savings plan to reach a goal

Custom Financial Plan

$1,800 for an individual

$2,200 for a combined household

$500 to add a corporation

  • Discussions to understand you and your goals

  • Answers to your most pressing questions

  • Recommendations to help you progress

  • A written financial plan

  • Support implementing your plan

Examples:

  1. You’re not sure where to start with your finances

  2. You recently started a family

  3. You started a new job

 

To find out which option is right for you, please schedule a free 30-minute consultation call or connect with us by email below.

 
 

We help people across Canada navigate financial decisions around:

  • Saving

  • Investing

  • Debt

  • Taxes

  • Insurance and more

Questions often include:

  • Should we pay down debt or invest?

  • How can I save more money?

  • Can we afford to purchase a house, and how much can we afford?

  • How much do I need to save for retirement?

  • Do I have the right type and amount of insurance?

  • How should I save for my kid’s education?

  • How can I invest in companies that align with my values?

Answering these questions correctly for your unique situation will provide confidence and peace of mind.

There are also ways to lower fees and taxes to maximize how much you have for your goals.

You don’t need a high income or significant savings to benefit from a financial plan. Many of the opportunities are meant for low- to middle-income Canadians who are in their early- to mid-career.

As advice-only financial planners, we don’t sell any products. We make recommendations that are in your best interest and work with you to follow through.

Sample solutions.

The following examples show how we can work together to get the most from your money.

 

Review and Recommendations ($800) is best if you:

1. Need a review of your current investments

  • Minimize the fees you pay

  • Compare your performance to alternatives

  • Ensure you’re taking the right level of risk

2. Want help making a major financial decision (e.g., whether to buy a home, whether to go back to school)

  • Analysis of the costs and benefits

  • Simple to understand options

  • Actionable steps for your chosen path

3. Need a savings plan to get out of debt or to another goal

  • Prioritized spending

  • Actionable steps to get you there faster

  • Automation to simplify the process

Custom Financial Plan ($1,800 to $2,700) is best if you:

1. Aren’t sure where to start with your finances

  • Discuss your goals and priorities

  • Understand your options

  • Clear path to get you where you want

2. Recently started a family

  • Review your current finances

  • Understand new opportunities and needs

  • Support implementing your plan

3. Started a new job

  • Minimize taxes and fees

  • Understand your new opportunities

  • Set yourself up for success

We’ll work together to create a financial plan that considers your goals, priorities, current situation and more. We’ll ensure you’re comfortable with the plan and can follow through on each step.

 



Next steps.

If you’re facing any of the questions mentioned above or would like to discuss your current situation, please schedule a free 30-minute consultation call or send us an email below.