Huge Announcement - How This Works?
As I have been growing this company, I have been having a great time, but I am also learning as I go.
I have decided to mostly provide service based on charging a higher fee on the investments and not a planning fee, unless you are still interested in paying for a financial plan. The updated savings you can expect are in the photo above.
As of right now, my average savings per client is $870/year.
I’ve created a company that I am super proud of based on a few principles that will never change:
I want to educate Canadians about financial planning
I want to show Canadians how to save money on investment fees
I want to focus on Financial Planning and be compensated for that
I want people to know my advice is based on what I believe is in their best interest and take sales out of it.
I want to help all Canadians, regardless of net worth
In order to achieve these things, I had to find a way to charge as little as possible – to save my clients money – but also charge enough, so that I can make money and keep the doors open.
I believe I have created a way, because I have found a way to trim as much of the fat out of the typical financial planning process as possible. I put a little bit of the work in your hands and that way I can know you’re engaged and spend more time on the plans I develop for my clients. Plus I can spend more time making incredible videos.
Please watch the video and share it with your friends and family who could use some professional advice.