Some clients require a strategic wealth creation plan while others merely require a second opinion or check-up.  Others are looking for guidance through a maze of alternatives. Whatever your needs we will assist you to achieve peace of mind.

We will design a plan which is in accordance with your requirements and strike a balance between today's needs and your future requirements.
Our fees are customized to your particular circumstances. Once our services have been agreed to by you,  then we will provide a fee proposal.  Our top priority is that you will consider the fees paid excellent value for money.
As a fee-only planning firm, our fees are based on time incurred.  However we will provide a fee quote for your acceptance before any work is started.
Our initial half-hour consultation allows you to meet us, discuss your needs and explore how we can help you.  This is at no cost to you.
The following is a partial list of our services and the range of fees you can expect

• Setting financial goals and objectives         $200-500
  
  Family income and expenditure summary and projections         $600-1,100
  
  Family net worth summary          $300-600
  
  Planning for retirement and other life events      $500-1,000
  
  Planning for your children's education       $400-800
  
  Personal investment policy statement    $200-800
  
  Debt reduction/management plan     $200-1,000
  
  RRSP vs. TFSA vs. paying down debt      $400-700
  
  Adequacy of insurance coverage     $150-400
  
  Full financial plan       $1,800-3,500
  
  

Just ask what we can do for you !