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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):
Investments & Asset Allocation Analysis
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
Other Examples
Inheritance or lump sum cash flow planning
Estate planning review (Canadian only)
From the US to Canada - the complete how-to guide
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