Fee-Only, Advice-Only Financial Planning for Individuals, Families, and Businesses Individuals and Families Fee-Only, Advice-Only Financial Planning Objective, fee-only/advice-only financial planning with no commissions or product sales. Just simple, transparent, and supportive advice held to the highest professional standards. Learn more. Retirement Planning Ready for a clearer retirement plan? From saving to spending, we help you make the right moves. Learn more. Investment Planning We are not stock pickers. We help you with everything from asset allocation to tax strategies and fee audits to portfolio manager searches. Learn more. Financial Planning for Business Owners Owner-managers face complex planning challenges, and accountants don’t always have all the answers. We combine financial planning and accounting to support your business planning and tax needs in one place. Learn more. Executor, Probate, & Estate Services From estate planning to estate settlement and probate, we help ensure your estate transitions efficiently to your beneficiaries as part of your overall financial plan. Learn more. Divorce & Separation Financial Solutions Divorce is more than a legal process. It has serious financial implications as well. Our team of CFDS, CPA, and CFP professionals offer expert guidance and support every step of the way. Learn more. Canadian Expat Planning We provide financial planning for Canadian expatriates worldwide, advising on Canadian investment planning, real estate, taxes, and retirement. Learn more. U.S. Citizens Living in Canada U.S. citizens in Canada face unique financial and legal challenges. We are one of the few cross-border financial planning firms that operates on a fee-for-service basis without managing your investments. Learn more. Americans Moving to Canada Americans move to Canada for many reasons. Smart financial planning helps you tackle taxes and investment strategy to make the most of your move. We are Canada’s largest advice-only financial planning firm. Learn more. Canadians Moving to the U.S. Moving to the U.S.? Start financial planning early to navigate taxes and avoid surprises with your investments. Learn more. Money Coaching Your money, your confidence. We coach you to smart financial choices and habits that support your dreams. Learn more. Financial Consulting Facing a financial decision? We provide guidance on debt, pensions, property, and more—without a full financial plan. Learn more. Financial Planning for Seniors For you or your aging parents, we provide unbiased financial guidance—no products, no sales, just expertise. Learn more. Family Financial Planning Need an impartial guide for family financial decisions? We offer clear, objective advice on an hourly or fixed-fee basis. Learn more. Corporate Financial Planning for Business Owners Owner-managers face complex planning challenges, and accountants don’t always have all the answers. We combine financial planning and accounting to support your business planning and tax needs in one place. Learn more. Paraplanning and Outsourced Planning Paraplanning is common in the U.K. and Australia, but rare in Canada. We are one of the few providers. One-time or ongoing plans, tax, or estate advice, tailored for you and your clients. Learn more. Employee Financial Wellness Many companies offer fee-only, advice-only financial planning for senior executives. Keep your leaders focused and supported, all tax-free on their T4. We offer employee financial webinars as well. Learn more. Proactive Accounting and Tax Planning for Owner-Managers: Strategies to Maximize Growth and Retirement Wealth January 9, 2026 Staff Image by gpointstudio, Freepik Proactive Accounting: The Key to Business and Personal Wealth For self-employed owner-managers, accounting is far more... Which Provinces Have Financial Planner Title Protection in Canada? January 4, 2026 Staff Photo by TravelScape, Freepik Executive Summary Financial planner title protection in Canada varies by province. Québec has a strong framework... Why Monthly Bookkeeping Matters More Than You Think for Incorporated Business Owners December 19, 2025 Staff Photo by katemangostar, Freepik Many incorporated business owners think of bookkeeping as something to deal with once a year, usually... Ontario’s New Expedited Probate Process: What Executors Need to Know November 29, 2025 Maria Tanel Ontario has been modernizing its probate system over the past few years, and the latest updates are now in full... Pension Buyback Scenarios – How Does Buying Back Impact Your Plan? November 13, 2025 Hannah McVean Photo by Freepik You're not alone if you've considered the pros and cons of buying back pensionable service in your...
Many companies offer fee-only, advice-only financial planning for senior executives. Keep your leaders focused and supported, all tax-free on their T4. We offer employee financial webinars as well. Learn more.
