Consultation Services

A new way to Receive advice.

Financial Plans

Whether you need help with debt management, retirement income projections, or advice on getting started, we can provide financial plans for a flat fee. Once we’ve provided, the plan, we can continue checking in on hourly consultations to make sure you’re staying on track.

Hourly Consultation

Sometimes you just need some guidance on knowing what to do next, and we can point you in the right direction. Whether it be to follow up on a financial plan we’ve done, or help with a looming decision, we’re able to offer consultation services.

Providing Canadians the Clarity they Deserve

Traditionally, financial advice is limited to those with investable assets. Although we believe the best results are achieved through our full suite portfolio management, we understand there are unique situations that still require planning. Offering fee for service consultations broadens who we can serve.

Is this right for you?

Here are a few examples of who this might be a fit for.

Debt Management

With debt at it’s highest levels in decades, many Canadians are needing help in reducing their debt.

Retirement Projections

For those with government pensions, that still need some clarity on their retirement targets and selecting their pension.

DIY
Investors

We can partner with investors who have chosen to invest themselves by planning for tax efficiency, investment recommendations, and goal setting.