Regardless of your age, income or assets, you can work with a financial planner and get objective and affordable financial advice. Choose the option that best suits you below.
Wealth Builder and Wealth Accumulator Plans
Your financial planner will meet with you to understand your unique financial situation and discuss your financial goals
A customized financial plan will be created for you, with action steps on how to improve your finances and reach all your financial goals
Your financial planner will continually provide you with advice and guidance on everything finance related
UPDATE FINANCIAL PLAN
Your financial plan will get updated twice a year to reflect financial and life changes. Your financial planner will review all updated financial plans with you
ASK YOUR FINANCIAL PLANNER
Ask any questions, anytime to your financial planner, via email, phone, skype and review meetings
Meet with your financial planner regularly to review your financial progress
We believe everyone should have access to objective and affordable financial advice. You may have overlooked the investment fees you’re paying. One of the easiest ways to improve your investment returns and keep more of your money is to reduce the fees you pay.
The average investment fee for mutual funds in Canada is 2.42%. Do you know how much you’re paying for your financial advice?
Save $284,000 in fees for your financial advice