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Our Services

Everyone's financial journey is unique. That's why we offer three distinct service options designed to meet you where you are. 

As a fee-only, advice-only financial planner based in Calgary, I work virtually with clients across Canada. My approach means no commissions, no product sales—just unbiased guidance aligned with your goals.

Retirement Consultation

For individuals or couples who want expert guidance on retirement readiness without a full planning engagement.

Feeling uncertain about whether you’re on track for retirement? This one-time advice-only consultation gives you clarity and actionable next steps so you can move forward with confidence. Before our meeting, you’ll complete your financial profile on my secure planning platform so I can review your information in advance. During your one-hour session, we’ll focus on your key questions and identify your top priorities.

This consultation includes:

  • One-hour personalized meeting focused on your retirement goals

  • Review of your current savings, pensions, and projected income

  • 3 to 5 clear, practical action items for you to implement

  • A recording of your session so you can revisit the discussion anytime

  • Secure access to your financial planning platform to view your plan and track your progress

Ongoing Support:

After your consultation, maintain continued access to your platform for $9/month, allowing you to revisit your plan, update information, and stay organized as your retirement plans evolve.

Book a Retirement Consultation

Financial Clarity Plan

For employees or couples managing multiple financial goals with pensions and savings priorities.

Feeling overwhelmed with retirement planning, mortgage repayment, and saving for your family’s future? This advice-only financial planning package is delivered over a three-month engagement, giving you a personalized roadmap to make confident financial decisions.

 

This plan includes:

  • Retirement and pension planning

  • Mortgage and debt repayment strategy

  • Education and savings goals (RESP, TFSA, RRSP)

  • Cash-flow and spending review

  • Contribution and withdrawal strategy

Ongoing support:

After your initial three-month engagement, you can continue for $62.50/month, which includes semi-annual plan updates and continued access for questions to keep your strategy aligned with your goals.

Pricing:

$500/month for 3 months, then $62.50/month ongoing.

Book Your Planning Session

Comprehensive Wealth Plan

For business owners, or families with corporations and multiple rental properties managing multiple income streams, corporate structures, and investments can feel complicated. This advice-only financial planning package is delivered over a three-month engagement, helping you integrate your personal, business, and investment finances so your money works efficiently and aligns with your values.

This plan includes:

  • Personal and corporate cash-flow planning

  • Salary and dividend strategies (in coordination with your accountant)

  • Investment planning and tax-efficiency strategies

  • Retirement and succession planning

Ongoing support: 

After your initial three-month engagement, you can continue for $100/month, which includes semi-annual plan updates and continued guidance to keep your plan current as your financial situation evolves.

Pricing:

$1,000/month for 3 months, then $100/month ongoing.

Book Your Wealth Consultation
 Our goal is to empower you with the knowledge and understanding you need to make informed investment decisions.
 
We offer risk assessment and guidance on portfolio construction and investment vehicle selection. However, we do not provide specific investment recommendations or manage investments directly.

Looking for something else?

 Do-It-Yourself Financial Planning

Get access to our innovative financial planning software and instructional YouTube videos designed to guide you through the process at your own pace.

$9/month • Cancel anytime

DIY Financial Planning

General Financial Planning & Coaching

Have a specific financial question or need guidance to build your confidence? I'm here to help! Reach out to discuss how we can work together to address your needs.

$250/hour

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