"If you don't know where you are going, you might wind up someplace else."
- Yogi Berra
A recent survey conducted by Environics Research in January 2023 found that only 26% of Canadians have a financial plan.
I want to change that.
Financial plans help you see what your future looks like. 81% of Canadians who have a comprehensive financial plan felt they were on track with their financial affairs.
Part of the reason why so few Canadians have a financial plan is the cost. A financial plan created with a fully accredited financial planner can cost anywhere between $1,000 and $4,000 depending on the complexity (source: Globe and Mail).
I believe everyone should have a financial plan and am offering complimentary, no obligation plans to whoever wants one.
Take my short questionnaire to get your free financial plan.
Your Financial Plan
A financial plan isn't an investment strategy. It involves evaluating your current financial situation (income, assets, liabilities, etc.) and comparing it against your desired future.
By making assumptions and projecting forward you can answer questions like:
• When can I comfortably retire?
• How can I pay the least amount of taxes?
• Will my family be taken care of if something happens to me?
• What's the best way to leave a charitable legacy?
• What can I do today to give me the best chance of achieving my goals?
What to expect
When you click "Start now" you will be taken to a short questionnaire which will take less than 5 minutes to complete.
I will use your answers to create your initial financial projection. Once completed, I'll reach out by email to schedule a time for us to review together through Zoom.