Fee-Only Plans

What is a fee-only plan?

Fee-Only plans provide you with advice-only on your financial situation,and the only compensation I receive is directly from you, the client. There is no intent to offer you a product such as Mutual funds or Insurance. You are able to keep your assets with your current provider.

How much?

Individual or Family plan                                                                                          $1,399

Plan for an Incorporated individual or more complex circumstances                      $1,999

What is included?

  • Cash flow management
  • Sources of Income Projections
  • Risk mitigation
  • Net worth projections
  • Tax planning
  • Estate planning
  • Maximum 3 scenarios
  • Typically 2-3 meetings to clarify and prioritize your goals and values, collect data, and review recommendations and accountability for implementation.
  • Annual 30-minute virtual review


Schedule an appointment

Convert your savings into flexible retirement income 

A registered retirement income fund (RRIF) is like a registered retirement savings plan (RRSP) in reverse – it requires you take minimum annual withdrawals from your savings to help fund your retirement. Access your money when you need it, for whatever you need it, once you retire. 

Your retirement paycheque 

Income annuities can help you step into retirement with the certainty of a steady income stream. It’s a simple way to turn a portion of your savings into regular income – for a fixed period or the rest of your life. You can put a portion of your retirement savings, like your RRSP, into an annuity. 

Get some help for your retirement 

Your workplace pension gives you advantages that can help you save more so you can retire on your terms. It helps bridge the gap between your personal savings and what you need for your retirement. In some cases, your employer may match a portion of what you contribute. 

Do you have questions?

Let's have a conversation. Email me today.