We are a kick-ass advice-only financial planning firm.
We offer awesome, accessible and affordable financial planning advice and advocate for financial literacy through speaking engagements, workshops and online courses. We make finances rad.
In our practice, we offer unbiased cash management, portfolio assessment, tax planning, retirement planning and small business advice to professionals, families, retirees and entrepreneurs.
We do not sell any financial products at all. Period, full stop. We are 100% unbiased and proud of it.
Check out our services below!
Services
Jump directly to one of our services, or choose your own adventure from the scenarios below.
Choose your own adventure
Not sure which type of service you need? Have a look through these common scenarios!
How much do I need for retirement?
This is a MEGA HUGE topic. No matter what your age, you need to figure out how much you need to be saving for retirement and map out the steps to get there.
Should I have a budget? Am I on track?
Whether it’s your first time, your plans have changed or you just want to ensure you’re still on track – sitting down once a year is a great idea to stay confident about your money and make sure that you’re going to reach those goals!
How do I invest?
From full-service advisors to robo-advisors to full-blown DIY portfolios, the investment world can be a scary and complex place to navigate. Let us help. We will arm you with the UNBIASED information you need in order to make EMPOWERED and INFORMED decisions when you work with your financial institution.
I just started a business… help?
When you go out on your own, there is a ton of information you need to ensure you’re earning enough money for your life, preparing for taxes properly, maximizing expenses, prepping for GST/HST, choosing your ownership structure and budgeting for inconsistent cash flow. The internet is an information overload and you can get bad information. Let us help you make sure you’re on the right track and help you feel in control of your finances!