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Modular Financial Planning

Have a particular issue to discuss?  Project-based planning aims to target a specific issue, and provide actionable recommendations to ease your mind.  Some examples include (but are not limited to):

Life Events

Life Events 

Buying a new home

Becoming a new parent

Getting married or divorced - how do I navigate this?

Providing for your children's welfare and education

Inheritance planning

Financial Management

 Day-to day cash flow management

Reviewing & creating the ideal savings plan

Reviewing your debt

Leaving a company / being packaged out

Small Business & Professionals
Investments and Asset Allocation

Investments & Asset Allocation

Tax efficiency of non registered assets

Asset allocation and portfolio risk management

Making savings into the right tax structures

Tax implications of various transactions

Personal Insurance Analysis

Life, disability, critical illness review

Group benefits review

Insurance needs analysis

Existing insurance policy review

Personal Insurance Analysis
Image by Bernard Hermant

Our Process

 Initial consultation call

1 hour long Financial planning review session

Follow up planning deliverables (notes/calculations/written material)


$1000 + HST for Domestic clients; $1500 + HST for US Tax Filers / Cross Border clients
(Canadian residents only)

Estate Planning

Estate Planning

Education on estate planning

Planning your personal goals for your estate

Gifting and transitioning your wealth

Philanthropy and charitable giving

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