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Services

Pricing

No matter where you live in Canada, we can work together since all of our meetings are virtual.

 

To find out whether we are a good fit, I offer a free 15 minute phone conversation, followed by a written summary of our conversation and an outline of the work we can do together together with a price. If you don't fit neatly into one of the packages below, don't worry - I'll give you a custom flat-fee price based on what you need. 

 

No hidden costs and no surprises. 

The timeline for taking on new clients is early November 2024.

We can have an introductory call before then, but work will begin no earlier than November 1st for new clients. 

Your Financial Roadmap

 

We will take a holistic view of your financial situation to get a good picture of where you're at now and what your financial future could look like.

Each stage of life has unique financial needs. It's important that we take the time to talk about and explore what your current obligations and needs are, what's important to you, and what you look forward to in the future. 

You will receive a written plan that's unique to you written in plain language, and you'll get support in putting your plan in place.

Laying a foundation

 

You’re in your 20s. You’ve got a pretty good job, renting a nice place, going out on weekends, and generally enjoying the fact that you have freedom and money. But you have a nagging suspicion that you’re not saving enough for the future. How much should you be putting aside for retirement? Will you be able to buy a house at some point? Getting your money in order now has huge benefits.

Checking in 

 

You’re in your 30s. You are advancing in your career and have been putting some money aside. But now you are wondering if you're doing all you can with your money. Also, you have some decisions to make and you aren't sure what impact they will have on your finances. Are you on track with your savings? Have you been optimizing the various accounts and minimizing taxes? What will buying a house, having a family, or undertaking some other big life change mean for your money? Getting clarity on where you're going can set you up for the years ahead.

Peak earning years and looking ahead

 

You’re in your 40s and in the thick of life. Work is full-on, you're busy, and there’s always a long to-do and to-buy list. You wonder whether you are doing ok financially. Can you afford to renovate the house? And when can you retire? Is it possible to give up your somewhat stressful, high-paying job and slow it down? Can you buy a second property? Gaining clarity and having a plan will help you make the next big life decisions.

Portfolio Review

 

If you work with a financial advisor, getting a second opinion on your portfolio can help you better understand what you own and feel more confident about your advisor. Or, maybe you'll decide it's time for a change.

Investment Coaching

 

Get educated about investing so you can feel more confident and informed.

 

Learn what you need to know to become a do-it-yourself investor.

Investin Vid
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