Introducing the $500 Financial Plan

We’re super excited to announce the basis point of how we are going to build our practice going forward. We are more than aware of how many Canadians are struggling and are unsure of what to do to improve their financial situation.

We are now offering a risk-free $500 Financial Plan. If you don’t find value in the meeting, we will happily (maybe not happily) return your money.

What does the $500 include:

  • A 90-minute meeting with a financial professional
  • An analysis of your current situation and a projected situation based on recommendations we make and you agree to.
  • A summary report of steps to take and the results

What questions will be answered:

  • Are you on track to retire?
  • Can you retire comfortably?
  • Are your investments the right fit for you?
  • When should you take your CPP and OAS?
  • Is your Estate set up properly?
  • Are there ways for you to save tax?
  • Can you improve monthly cash flow?
  • Do you have appropriate insurance in place?
  • and many more…

We believe that this is a perfect starting point for almost anyone, unless your situation is too complex, as 90-minutes likely won’t be enough time for us to properly advise you.

If, after the meeting, you are wanting to continue with our ongoing advice, we will discuss the options available to you.

We look forward to hearing from you and helping you take a forward step financially.