Financial Planning
This type of planning is best suited for people who like to manage their own investments but still need some advice on the details.
We create a financial plan unique for your retirement goals and timeline and provide you with the steps you need to take to implement the advice yourself.
Fee-only advice is a flat-fee, project based service where no commissions are paid from financial products or investments.
Fee-only, Advice-only
What’s included in a financial plan?
While every plan is unique and focuses on the primary areas relevant to you, our planning process focuses on the main pillars of financial planning.
Most of our plans include advice on the following areas:
Retirement Projection & Goal Assessment: Discover a clear path to your retirement goals with detailed projections and stress testing.
CPP & OAS Recommendations: Navigate the complexities of Canada's Pension Plan (CPP) and Old Age Security (OAS) with personalized advice, ensuring you maximize your benefits.
Tax Optimization Strategies: Keep more of your hard-earned money with strategies designed to minimize your tax liabilities over time.
Retirement Income Plan: Secure a comfortable and worry-free retirement with a tailored income plan that ensures your needs and desires are fully met.
Insurance Review: Protect your financial future with a comprehensive review of your insurance needs, ensuring you and your loved ones are adequately covered.
Investment Commentary: Gain insights into your investments with a high level overview of your current portfolio.
“What Happens When I Die” Plan: Ensure peace of mind for you and your loved ones with a detailed plan that addresses estate planning, asset distribution, and your final wishes.
Individual Plan
From $2,250 - $3,250 +GST
A one-time plan that is customized to your situation and your priorities for you as an individual.
Pricing is dependent on complexity and the planning work you require.
Household Plan
From $2,850 - $3,850 + GST
A one-time plan that is customized to your situation and your priorities for you as a family.
Pricing is dependent on complexity and the planning work you require.