Advice Only Financial Planning
Custom financial planning from CFP® Profesionals for Canadians
Advice Only Financial Planning
Custom financial planning from CFP® Profesionals for Canadians
Custom financial planning from CFP® Profesionals for Canadians
Custom financial planning from CFP® Profesionals for Canadians
We believe that financial planning should be accessible to people of all incomes and not solely reserved for the wealthy.
For an affordable fee, we offer advice only financial planning experience that will empower you with actionable strategies you can use to immediately accelerate your progress toward the achievement of your goals and the life you envision.
Whether you need ongoing comprehensive financial planning or want specific specialized advice regarding your retirement, education savings, wealth management, debt repayment or estate planning our service model and pricing is simple and designed to match your needs.
Please contact us if you cannot find an answer to your question.
Yes. All of our planners hold the Certified Financial Planner (CFP®) designation. We also require that they be in good standing with FP Canada the professional body that grants and oversees the Certified Financial Planner (CFP®) designation in Canada.
No. Our goal is to uncouple the financial planning experience from the purchase and placement of financial products so that our advice is objective and not tied to a specific product or company.
Whenever possible our recommendations will incorporate your existing financial products into your new plan. Only where a gap that affects the function of your plan is identified, will we make recommendations for a specific type of financial product.
With that being said.... we do however want to remind you that to implement your new plan, it may be necessary to purchase additional financial products from a professional or company that you trust.
We stand behind the quality of our people and their work. If you are not totally satisfied, please let us know so that we can work with you to address your concerns and meet your expectations.
We do acknowledge that sometimes things in life don't work out no matter how good the intentions and efforts of the people involved are.
In the unlikely event that we are unable to meet your expectations after working with you, we would graciously provide a refund as outlined in your contract with us.
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