Our Services

Advice Only Financial Planner
Serving Alberta and Ontario

Advice Only financial planners offer planning, advice and may assist in the implementation of financial strategies by interfacing with other professional advisors on your behalf. Unlike financial planners and advisors that work for a large financial institution, or advisor that sell financial products, advice only or fee only financial planners work with you directly. They do not receive financial compensation from insurance companies, investment firms or other financial institutions.

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Objective Advice

Advice only financial planners are compensated solely by their clients, meaning they have no financial incentives to recommend specific products or services. This ensures unbiased, objective advice tailored to your best interests.

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Customized Financial Plans

Since advice only planners don't sell products, their primary focus is on creating customized financial strategies that align with your specific goals—whether it's financial management, insurance and risk management, investment planning, retirement planning, tax planning or estate planning.

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Transparent Pricing

With an advice only structure, you know exactly what you’re paying for. There are no commissions, referal fees or other contingency based compensation. The costs are clear and upfront.

Estate
Planning

Estate Planning is taking the steps to ensure that your dependents are taken care of and that your assets are distributed to your family, a charitable cause, or other beneficiaries in the right way at the right time.

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Succession
Planning

If you’ve built your business from the ground up, or even if you took over and have been running it for a number of years, handing over the reins is difficult. Those challenges can be amplified if you have a family business.

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Practice
Consulting

If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer holistic planning services , practice management consulting, and advisor training for your team.

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Estate Planning

Estate Planning is taking the steps to ensure that your dependents are taken care of and that your assets are distributed to your family, a charitable cause, or other beneficiaries in the right way at the right time.

Once a family determines that there is enough to look after mom and dad financially, you will start to consider where the remainder of your wealth will go. Proper planning ensures that the tax, legal and financial strategies work together to support your estate planning objectives.

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Succession Planning

If you’ve built your business from the ground up, or even if you took over and have been running it for a number of years, handing over the reins is difficult. Those challenges can be amplified if you have a family business.

Learn More