Our services cover
a wide range of options for your financial planning needs. You can
choose from:
Consultations: Financial
Planning Packages
Formal written
financial plans
Suitable for clients who want to maximize their time by hiring a professional to provide financial guidance and advice and want a written financial plan prepared by a professional financial planner.
1. Enjoy Your Life - Financial Planning for
Your Peace of Mind
This plan is most suited for professionals and clients with families who want to ensure that they are on track financially and/or want help in establishing or re-establishing their financial priorities.
Benefits: You will have peace of mind and assurance that you are taking care of all aspects of your personal finances. You will have a well-defined, professional roadmap that will allow you to live comfortably today, but provide for a comfortable retirement, your children's education, home ownership and other goals you may have. You will have a plan in place for emergencies, caring for aging parents or other unexpected events, such as death of a spouse, disability or illness. You can sleep at night knowing that you are doing the best that you can with your money for yourself and your family.
2. Retire with Ease - Financial and Retirement
Planning
Designed for clients who are within 5 years of retirement age and want a comprehensive, written retirement and financial plan prepared by a professional financial planner.
Benefits: You will have all the benefits of the Enjoy Your Life Financial Planning package and you will also have a more detailed retirement plan which includes topics such as: when to take your Canada Pension Plan, how to convert your RSP into an income stream, tax planning for retirement and company pension plan analysis.
3. Re-designing your Life - Financial Planning
for Life Transitions
Designed for clients who are experiencing or contemplating a life change such as divorce, death of a spouse, career change, shifting to part time work, moving out of the city, etc. This package provides the same services as in the Enjoy Your Life Financial Planning package above, but continues through the year with ongoing meetings and regular phone contact. It also includes a more comprehensive life planning module to help you clarify your values, goals and life direction during this time of transition.
Benefits: With the help of a professionally developed financial plan and the ongoing guidance of a financial planning professional, you will have more clarity about the next stage of your life and you will be less anxious about your financial situation.
Formal written
financial plansSuitable for clients who want to maximize their time by hiring a professional to provide financial guidance and advice and want a written financial plan prepared by a professional financial planner.
1. Enjoy Your Life - Financial Planning for
Your Peace of Mind This plan is most suited for professionals and clients with families who want to ensure that they are on track financially and/or want help in establishing or re-establishing their financial priorities.
Benefits: You will have peace of mind and assurance that you are taking care of all aspects of your personal finances. You will have a well-defined, professional roadmap that will allow you to live comfortably today, but provide for a comfortable retirement, your children's education, home ownership and other goals you may have. You will have a plan in place for emergencies, caring for aging parents or other unexpected events, such as death of a spouse, disability or illness. You can sleep at night knowing that you are doing the best that you can with your money for yourself and your family.
2. Retire with Ease - Financial and Retirement
Planning Designed for clients who are within 5 years of retirement age and want a comprehensive, written retirement and financial plan prepared by a professional financial planner.
Benefits: You will have all the benefits of the Enjoy Your Life Financial Planning package and you will also have a more detailed retirement plan which includes topics such as: when to take your Canada Pension Plan, how to convert your RSP into an income stream, tax planning for retirement and company pension plan analysis.
3. Re-designing your Life - Financial Planning
for Life Transitions Designed for clients who are experiencing or contemplating a life change such as divorce, death of a spouse, career change, shifting to part time work, moving out of the city, etc. This package provides the same services as in the Enjoy Your Life Financial Planning package above, but continues through the year with ongoing meetings and regular phone contact. It also includes a more comprehensive life planning module to help you clarify your values, goals and life direction during this time of transition.
Benefits: With the help of a professionally developed financial plan and the ongoing guidance of a financial planning professional, you will have more clarity about the next stage of your life and you will be less anxious about your financial situation.
