FINANCIAL PLANNING THAT IS FUN, APPROACHABLE AND ACTUALLY WORKS (YES, FUN!).
We provide a systemized approach to investments, insurance and financial planning for those Canadians not interested in doing it themselves.
Feel in control of your wealth. Protect your family. Leave a Legacy.
TRADITIONAL FINANCIAL PLANNING SUCKS!
No offense to my well qualified colleagues, but if your financial plan is not simple enough that you could explain it to someone else, it will not be effective. Nor will 50 pages of charts and graphs that you do not understand will not inspire you to make positive changes.
Not having a plan will make you work longer than you probably have to, spend less than you can afford to in retirement, pay more to the government in taxes, and leave a smaller legacy than is possible. Not cool, not cool at all.BOOK A FREE 15-MINUTE CALL
Life is busy.
Like, sooooo busy.
- Your time is precious, we will honour that.
- You know that you do not have the time, interest, or experience to do it yourself.
- All of this seems overwhelming, it's tough to jump in and get started.
HOW CAN WE HELP YOU?
Check out our ever-growing library of online courses aimed at providing bite-sized effective financial tips and education (for free, always and forever).
BECOME A CLIENT
Looking for a team to help manage your investments, insurance and financial planning? A team that is fun, approachable, and has a systemized process that actually works?
You should totally call us.
Looking for all of the benefits of being organized financially without the fees of working with an advisor? Not ready to give up your years of distrust of financial institutions (those damn Questtrade commercials!)?
Get (most of) the benefits of working with a financial advisor in a DIY fashion for a one-time fee.
GET THE 5-MINUTE FINANCIAL ADVISOR WEEKLY TO YOUR INBOX
A Saturday morning read that will take less than five minutes (promise!). Bite-sized actionable steps to help you move your financial future forward. Sign-up below!