Commission free. Always.

Transparent Fee-Based Advice

An advisor who works for you.

Financial Advisor Ottawa

Our Services

Financial Advisor Ottawa

Comprehensive Financial Plan

Flat Fee of $1500

Money Back Guarantee - If we don’t find you recommended savings

Development of a comprehensive financial plan is recommended to maximize your financial freedom, and ensure that all of your money is working hard for you.

Includes:

  • SMART Goal Setting to achieve financial freedom

  • Comprehensive analysis of your current financial situation

  • Data-driven modeling to optimize financial decisions

  • A comprehensive financial plan with recommendations (printed or digital)

Financial Advisor Ottawa

Ongoing Financial Advice

Starting at $150/hr

Once we have worked together to set you on the path towards financial freedom, it is important to check-in regularly to adjust based on major life changes and ensure that everything remains on track.

Financial Advisor Ottawa

Basic Financial Plan

Flat Fee of $800

Are you just starting out on your financial journey?

We can look into your immediate needs and some near-term objectives, and prioritize next steps.