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 one 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         $500-700
  
  Family income and expenditure summary and projections         $800-1,400
  
  Family net worth summary          $500-800
  
  Planning for retirement and other life events      $1,000-2,000
  
  Planning for your children's education       $500-800
  
  Personal investment policy statement    $500-800
  
  Debt reduction/management plan     $600-1,500
  
  RRSP vs. TFSA vs. paying down debt      $600-1,000
  
  Adequacy of insurance coverage     $500-700
  
  Full financial plan       $2,400-3,500
  
  

Just ask what we can do for you !