Financial planning involves assessing your current finances, setting future goals, and creating a plan to achieve them. It goes beyond just investing and includes managing income, expenses, and taxes.

If you find financial decisions confusing, lack time to manage finances, or need clarity on investments and taxes, our independent advice can guide you.

Before choosing a financial planner, meet with them to assess compatibility and inquire about their background, education, and experience. Verify their credentials.

The Registered Financial Planner (RFP) designation is awarded to members of the Institute of Advanced Financial Planners (IAFP) who have been engaged in the practice of financial planning for a minimum of five years and who have fulfilled satisfactory education requirements. All IAFP members are bound by the Code of Professional Ethics of the IAFP.

The (Certified Financial Planner™ (CFP™) registered certification identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP™ credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by FP Canada.

Ask for references and a sample financial plan. Ensure the planner is knowledgeable in various financial areas and determine how they select investment solutions. Understand their compensation structure and how they keep clients informed. Confirm if they are a member of a professional association and address any other questions you have.

Absolutely — we encourage you to call into the office. We can learn more about the challenges you’re facing and help you decide which of our financial planning sessions might be right for you

If you’re looking to plan with a partner or another family member, our comprehensive planning packages  have  you covered. 

Your financial planner will help you and your family take a deep dive into your family’s finances, then build an in-depth plan to reach your individual and shared goals.