Fee-for-Service Planning
Expert Financial Guidance
Today, more Canadians are managing their own investments through discount brokerages, robo-advisors, or online platforms. While these options may offer cost-effective portfolio solutions, true wealth management goes far beyond investment selection.
Our fee-for-service option is designed for individuals and families who want expert guidance without portfolio management. Our approach evaluates all relevant areas of your financial life.
We cover all key areas of your financial life:
- Cash and Debt Management
- Income Splitting & Tax Planning
- Retirement Planning
- Insurance Needs
- Estate & Trust Planning
- Small Business & Incorporation Strategies
- Incorporation
- IPP
Return on Planning
You’ll receive a customized financial roadmap, supported by advanced planning software and a dedicated advisory team, helping you navigate life’s major decisions with confidence.
Our process is built to deliver measurable impact. We aim to provide value worth at least 10 times the cost of your financial plan — often significantly more — and this is clearly illustrated during your plan presentation.
