Have a question, or ready to take the next steps?
| | Book a 30 minute Zoom meeting below. There's no cost for this, no sales pitches. - Your top personal finance and investing questions answered.
- Help navigating the Canadian banking and advice industry.
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| | I'll give you the details of my two fee-based advice models: - Fee as a percentage of assets: for those with more than $300,000 investable assets
- Fee for service: starts at $3000
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| | If you would like to start the process of becoming a client, I'll put it all on paper, by way of a Financial Planning Agreement. |
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| | You will be set up with an account on the Naviplan Client Portal to begin your financial planning journey. |
Note: at no point after an initial Zoom meeting will you receive nagging phone calls, urging you to become a client. Follow up is entirely on you. Full service financial advice, and the costs involved, might not be for everyone, or you just might not be ready yet, but if you want to stay in touch anyway, and receive free financial advice twice monthly in your in-box, subscribe to my newsletter at the bottom of the page.
If you're camera-shy, or struggle with technology, or just don't like Zoom, use the contact form below and I'll generally respond to your inquiry within a few days.
