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“Working towards the path to financial independence” 


​A full financial plan includes financial management, risk management, retirement planning, investment planning, tax planning and estate planning. During the process we will also create a family profile so that everything is understood.

 Plan includes:

  • Detailed review of your budget and recommendations

  • Cash and debt management; it is the key to creating your personalized plan

  • Financial goal setting and prioritization

  • Optimizing your savings, investing and tax planning

  • Estate Planning; answering all your questions regarding title, inheritance and applicable planning. 

  • Learn how to save tax through proactive planning

  • Creation of a written financial and goal action plan

  • Two meetings held via video conferencing

  • Answering any and all questions you have about your finances.

We can determine this with our scenario analysis - this is the process of projecting your financial life into the future with our advanced financial planning software. We can offer 2-3 different scenarios to suit your situation / life preferences. 

Price:  Starting at $2,500 + HST 

Ideal for:

  • Clarity and confidence to empower a DIY investor

  • Someone with a large amount of cash and is looking to put it to work

  • Equity and compensation analysis review / explanation

  • Tax reduction strategies

  • Planning for higher income / lower asset households


Should you require assistance with implementation of the plan we can add this to the package as required.

Financial Planning
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