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Expert Financial Guidance<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ disabled_on=”on|on|off” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” disabled_on=”on|on|off” _builder_version=”4.27.4″ _module_preset=”default” positioning=”absolute” position_origin_a=”top_right” horizontal_offset=”5%” width=”45%” max_width=”100%” height=”100%” hover_enabled=”0″ custom_css_free_form=”selector.et_pb_row {|| clip-path: polygon(150px 0, 100% 0, calc(100% – 150px) 100%, 0 100%);||}” locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” background_image=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/fee-for-service-planning_1.jpg” background_position=”top_center” background_vertical_offset=”20%” hover_enabled=”0″ global_colors_info=”{}” title_text=”fee-for-service-planning_1″ sticky_enabled=”0″][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_image src=”https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/fee-for-service-planning_1.jpg” alt=”why doctors, dentists, and business owners incorporate in Canada” title_text=”fee-for-service-planning_1″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#192D43″ locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 0;” custom_css_main_element_phone=”margin-bottom: 0;”][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ background_layout=”dark” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||50px||false|false” global_colors_info=”{}”]<\/p>\n
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.<\/p>\n
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.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”a0005789-3392-4f16-a59f-7318aa06f8c3″ header_3_text_color=”#AA9458″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
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[\/et_pb_text][et_pb_divider _builder_version=”4.27.4″ _module_preset=”8126410f-8a8b-4667-90fa-215077f451e1″ custom_margin=”40px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 0;” custom_css_main_element_phone=”margin-bottom: 0;”][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ custom_margin=”||10px||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
You\u2019ll receive a customized financial roadmap, supported by advanced planning software and a dedicated advisory team, helping you navigate life\u2019s major decisions with confidence.<\/p>\n
Our process is built to deliver measurable impact. We aim to provide value worth at least 10 times the cost of your financial plan \u2014 often significantly more \u2014 and this is clearly illustrated during your plan presentation.<\/p>\n
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Fee-for-Service PlanningExpert Financial GuidanceToday, 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 PlanningYou\u2019ll receive a customized financial roadmap, supported by advanced planning software and a dedicated advisory team, helping you navigate life\u2019s 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 \u2014 often significantly more \u2014 and this is clearly illustrated during your plan presentation.<\/p>","protected":false},"author":2,"featured_media":0,"parent":106,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-730","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n