Let's Work Together
Want to get your financial life together from someone you can trust and has your best interests at heart? Let's talk.
Want to know if you're on track to retire by a certain age? Or how much more you need to invest now to get there? As an exclusive add-on to my portfolio review services, I also offer retirement projections to help assess your retirement nest egg number, required retirement income, retirement age, and any gaps that exist and what to do to fill them.
Please note that if you're planning to retire within 5 years or are already retired, I would instead recommend you work with a planner who specializes in retirement income plans. Find more planners here and select "fee-only" as a filter.
Payment plans are available.
Please note that if you're planning to retire within 5 years or are already retired, I would instead recommend you work with a planner who specializes in retirement income plans. Find more planners here and select "fee-only" as a filter.
Payment plans are available.
- Individual retirement projections starting at $1,500 + GST/HST.
- Couple retirement projections at $2,000 + GST/HST.
RETIREMENT PROJECTIONS
Not sure if you're doing it right? I offer investment portfolio reviews that will assess your goals, asset allocation, fees, tax-efficiency, and performance against market benchmarks to help you better understand if you're in a good position or need to make some adjustments to your portfolio.
Payment plans are available.
Payment plans are available.
- Individual portfolio reviews starting at $750 + GST/HST.
- Couple portfolio reviews at $975 + GST/HST.
Portfolio Reviews
My financial planning services involve setting and prioritizing your goals, creating a spending plan (budget) to better manage your cash flow, improving your spending and optimizing your savings, and building a debt repayment plan so you can become debt-free. This service does NOT include investment planning, though you can add on those services.
Payment plans are available.
Payment plans are available.
- Individual financial planning starting at $1,500 + GST/HST.
- Couple financial planning at $2,000 + GST/HST.
Financial Planning
Thanks so much for your interest in working with me! As a Certified Financial Counsellor (CFC™) and Qualified Associate Financial Planner™ (QAFP®), my financial planning services are advice-only (fee-only). What this means is I charge a flat rate for my unbiased financial advice, do not sell any financial products, am not licensed in securities trading, and do not manage portfolios or provide advice on custom securities trading.
I do, however, abide by FP Canada’s Standards of Professional Responsibility and have taken the Fiduciary Pledge as a member of the Financial Planning Association of Canada, which is my promise to put the best interests of my clients ahead of any other consideration.
Please review the services I offer and complete the form below to determine if we'd be a good fit for each other. If not, I'd be happy to refer you to another advice-only planner who can better serve your needs.
I do, however, abide by FP Canada’s Standards of Professional Responsibility and have taken the Fiduciary Pledge as a member of the Financial Planning Association of Canada, which is my promise to put the best interests of my clients ahead of any other consideration.
Please review the services I offer and complete the form below to determine if we'd be a good fit for each other. If not, I'd be happy to refer you to another advice-only planner who can better serve your needs.
Services
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