Financial planning is a process of that helps you maximize the value of your financial resources by setting achievable goals and a plan to achieve them. Studies suggest that Canadians with a financial plan feel they are saving more, living well, and experiencing overall contentment in their lives.*
Our financial planning services involve a comprehensive review of your personal and financial situation in order to identify issues and opportunities. We will communicate with your other advisors to ensure your plan is coordinated as well as assist in family crisis when our awareness is important.
Objective Fee-Only Advice
Our advice is fee only. We do not offer nor sell and financial products other or other services other than our advice. You can therefore be assured that the advice we provide is independent, objective and tailored to your specific needs.
Once we have completed our review of your situation, we then direct our planning services to specific areas as required. Including:
- Retirement planning
- Estate planning
- Investment planning
- Tax planning
- Cash management
- Charitable giving
* Financial Planning Standards Council: “A Road Map to Well-Being: The Value of Financial Planning”