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Financial Planning

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Everyone Needs a Plan

To set you on a path to success, we start by understanding your current circumstances and your future goals.  We then create a plan to help you bridge that gap.  Our comprehensive plan helps you understand what level of savings you need, what level of spending you can afford, and when you can retire.

Multiple Scenarios

We understand that life can throw you curveballs.  Our plans incorporate several scenarios that look at your unique “what ifs.”  Perhaps you are thinking about buying a rental or vacation property, or contemplating a downsize of your current home.

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Grading

Our plans include an easy to understand grade for each of your goals. This makes it very clear whether a particular goal is within reach.

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We Don’t Stop There

We prepare a report card comparing actual outcomes with the assumptions from your plan. This way you know for sure whether you are sticking to your chosen path.

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CPP and OAS

We can help you understand the tradeoffs of taking your pension earlier or later. You will want to consult with more than just a calculator.

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Related team members.

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Mitchel MacDonald

Financial Planning Assistant