I grew up watching my dad (a now-retired nephrologist) struggle to make good decisions around his money. It felt like everyone wanted time with him to pitch the latest and greatest financial product.
Now that I'm a planner, I see why so many Canadians are unsure how to invest their money. There are so many options and even the experts seem to disagree.
No wonder most Canadians are confused and don't know where to start.
As a planner, I'm changing this.
A fee-based financial plan answers the biggest questions around investing with cold, hard facts. Plans should be evidence-based, not based on opinions or preferences.
We are different because we offer virtual fee-based planning across Canada. You can get a plan without having to commit to a product.