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Meet with an advisor Discover what¡¯s in a plan

Those who follow a plan have a net worth that¡¯s 2.7x greater than those who don¡¯t.

Source: Strategic Business Insights MacroMonitor 2020-2021 Report

What¡¯s in an advice plan.

Simple, meaningful insights

We¡¯ll analyze and uncomplicate your financial data so you can see a clear path forward toward your financial goals. Or if you don¡¯t have any, we¡¯ll give you some ideas based on your situation.

¡°What if?¡± scenario analysis

We¡¯ll help you avoid unwanted surprises and make more informed decisions by stress-testing financial scenarios to assess the potential impact of market fluctuations, big purchases, and more.

Goal tracking and monitoring

You¡¯ll get detailed metrics and customizable dashboards to help you track your goals and monitor your progress towards achieving them.

By the way, it¡¯s completely free to meet with our professionals to get advice.

Our commitment to you, our members, is to analyze your situation and give you the best advice we can.

Meet our advisors

What tangible actions look like.

We get it, meeting with someone can feel like a burden when you¡¯re not sure what you¡¯re getting out of it. Rest assured, we¡¯re not all talk, you¡¯re going to get very tangible next steps that ladder up to your desired outcome.

Here are examples of actionable items that have shown up in plans that our members take home:

  • Save $800 monthly for 5 years and 3 months to your non-registered account for your vacation property goal
  • Repay your line of credit in full by Feb 8 as part of your debt consolidation
  • Begin monthly RRSP savings of $335 from Jul 2038 to Sep 2053

The individual plan, actions, timing, and calculations we make for you will reflect our session and conversations together.

Meet our advisors

Our team is ready to see you.

Select an appointment type based on the stage your finances are in. If you already have an advisor, you can look them up in our directory.