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Services
We offer a wholistic financial planning to guide clients in preparing all stages of their life:
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Cash flow management.
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Tax savings strategies and plannings.
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Risk analysis and management with insurance products.
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Investment allocation and management.
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Retirement income calculations and planning.
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Estate planning.
Tools & Strategies
TFSA
RRIF
Personal Owned Insurance
RRSP
Non-Registered Account
Corporate Owned Insurance
FHSA
Investment Loans
HELOC
RESP
Insurance Retirement Program(IRP)
LIRA
Immediate Finance Arrangements(IFA)
TFSA
RRIF
Personal Owned Insurance
RRSP
Non-Registered Account
Corporate Owned Insurance
FHSA
Investment Loans
HELOC
RESP
Insurance Retirement Program(IRP)
LIRA
Immediate Finance Arrangements(IFA)
Choose your pricing plan
Basic Finance 101
300$Basic Personal ConsultancyValid for 24 months- Individual tax saving plan
- Investment analysis and suggestion
- Retirement plan and proposal
- Online resources
- Best Value
Advanced Finance
500$Advanced Personal ConsultancyValid for 24 months- 1 Monthly goal setting meeting
- Unlimited individual sessions
- Online resources
- Phone support
- Monthly newsletter
Expert Home Finance
0$Comprehensive Consultancy and ExecutionFree Plan- 1 Monthly goal setting meeting
- 4 Individual sessions
- Online resources
- 1 Guest pass
- Phone support
- Weekly newsletter
- Priority support
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