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Investment Planning

We can help you with asset allocation, registered accounts, performance evaluation, fee assessment and tax efficiency. We can look at investment statements and provide objective feedback because we are not trying to sell you any products. We do not operate under a certain product shelf, so any advice we do provide will truly be in your best interest. We can provide guidance for conservative, balanced, or growth investments if you are a do-it-yourself (DIY) investor. With that being said, we can work together to ensure you have all the tools you need to be successful, including:

  • Determining if DIY investing is right for you

  • Where to open an account

  • Risk tolerance

  • Tax implications

  • Best practices for investing

  • Dollar cost averaging

  • Market overview education

  • Which accounts to add and draw from based on life stage

SERVICES and PRICING

Investment Consultation

We educate you on the different types of investments (mutual funds, ETF's, stocks/bonds), and which will fit best for you, without selling you any products; just an unbiased recommendation that best suits your financial goals.  We will give you all the information you need to make the best decision for you.

We will discuss fees associated with different products and provide insights on industry norms for these different investment products so that you can have peace of mind that you aren't overpaying.  That being said, fees are not always the enemy.  In some cases, they are warranted, depending on what you are receiving as the investor.​

$360/hr + HST

PRICING

Portfolio Review

We provide an objective, unbiased review of your current portfolio, looking at the type of investments you hold, associated fees, the sequence of returns, and any other hidden sales charges associated with any of your products.

  • Are your investments performing to their relative benchmarks?

  • Do you have the proper asset mix based on your risk tolerance and life stage?

  • Are there better alternatives to reach your goals?

  • Do you know exactly what you are invested in, and is it what you thought?

  • Can we be more tax efficient with the portfolio?

$360/hr + HST

PRICING

START YOUR INVESTMENT PLANNING TODAY!

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