A detailed plan for your retirement, including when you should liquidate your assets
A complete insurance analysis
Asset allocation for your investments
Answers to when you should take CPP
Basic Estate planning and insight around your will/POA
Complete holistic financial plan covering all the areas above and more
Detailed Help and guidance with specific financial goals you have
30-minute call with financial planner for your plan delivery meeting (and interaction throughout process)
Everything in the standard plan
Calculations for any rental properties you may have
Your plan covers nuances around having a blended family
A plan for what to do if you commute your pension
Coverage of complex cashflow scenarios
45-minute call with financial planner for your plan delivery meeting (and interaction throughout process)
Everything included in premium plan
Disabled Dependent Analysis
Plan covers if you're an incorporated individual
1-hour call with financial planner for your plan delivery meeting (and interaction throughout the process)
We're a customer-centric company and nothing is more important to us than delivering valuable financial advice to our clients. We'll go above and beyond to make sure you're satisfied with your plan. If you're not satisfied for any reason, we'll refund your money within 30 days of purchase. No questions asked.
Banks aren't oriented to providing people with a complete, holistic view of their finances. The experience is impersonal and there's pressure to sell to customers. Traditional fee-only planners cost between $3000 and $8000.
We're breaking the mold by charging a fraction and providing you with an unbiased, personal financial planning experience. We hope we can work with you towards your future retirement or other goals!
