Empowering people to make confident financial decisions.
Important: This web site is now offered for informational purposes only. We are no longer seeking clients. Thank you for your business over the years.
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Need a financial overhaul? Looking for a third-party opinion? Just want to know if you're going to be OK? We can help.
We don't sell financial products. We can provide you with truly unbiased, customized and affordable financial advice. |
Financial Advice to Suit Your Needs
We offer three financial consulting options to suit your needs. There is no minimum asset level required. All services are offered on a flat-fee basis and include taxes. Although we prefer to meet in-person, telephone and Skype video consultations are available to clients across Canada.
Decision Consultations ($400): Don't agonize over those tough financial choices. Get our recommendations on a specific financial decision that you're making. Learn more about the types of decisions that we can help you with.
Worry-Free Investing ($800): Don't listen to your brother-in-law's hot stock tip. Get an Investment Policy Statement to help govern all your long-term investing decisions.
Financial Planning ($1,600): Want us to take a look at the whole financial picture? Let's talk about all of your financial needs including cash flow, budgeting, taxes, investing, debt and a lot more with comprehensive financial planning.
A word about flat-fee financial advice: Most financial advisors are compensated on a commission basis unlike our flat-fee model. That means they make money from selling you financial products and charging fees. Sometimes these fees are transparent but most often they aren't. For example, do you know how much you paid in mutual fund fees last quarter?
Decision Consultations ($400): Don't agonize over those tough financial choices. Get our recommendations on a specific financial decision that you're making. Learn more about the types of decisions that we can help you with.
Worry-Free Investing ($800): Don't listen to your brother-in-law's hot stock tip. Get an Investment Policy Statement to help govern all your long-term investing decisions.
Financial Planning ($1,600): Want us to take a look at the whole financial picture? Let's talk about all of your financial needs including cash flow, budgeting, taxes, investing, debt and a lot more with comprehensive financial planning.
A word about flat-fee financial advice: Most financial advisors are compensated on a commission basis unlike our flat-fee model. That means they make money from selling you financial products and charging fees. Sometimes these fees are transparent but most often they aren't. For example, do you know how much you paid in mutual fund fees last quarter?
Not sure if we're right for you?
Just give us a call. We offer a free, 15-minute, no obligation telephone call to talk about your burning financial question. You don't have to discuss personal financial information if you prefer.
We're at (647) 727-7121.
We're at (647) 727-7121.
Media Coverage
Check out media coverage from the Globe and Mail, MoneySense, Canadian Business, Moneyville, WalletPop Canada, Canadian Press, CBC and others on our page of articles and interviews.
Don't take our word for it ...
"I'll definitely ask for your help again when I need to sort my finances out."
- A.Y., Toronto
- A.Y., Toronto
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