FAQ

Q
What is a Certified Financial Planning (CFP) Professional?
A
Today in Canada (outside of Quebec) anyone can call themselves a Financial Planner. There is no regulation that restricts the use of this title. So how do you know that the person you’ve engaged to be your planner has the the appropriate knowledge, skill and ability to earn your trust? Insist on working with someone who holds the CFP designation. Not only does a CFP meet internationally recognized standards of knowledge, skill and ability, they’re also obligated to follow a code of ethics that prescribes their professional duty to put their clients interest first. Demand a higher standard!
Q
How does financial planning work?
A
There are multiple steps involved. First there is an introduction meeting where we go over who we are and what we do. We also review our engagement document. The second meeting is a data collection and fact finding meeting. The third meeting is the Planning meeting where we review all of the information provided and discuss all of the things that we feel may benefit you. After this initial process is completed and you are now a client, annual reviews (at a minimum) keep us on track as we move towards your goals.
Q
Are you currently taking on new clients?
A
Yes!
Q
When is a good time to start?
A
The earlier the better! That seems like the obvious answer, but the power of compounding interest is a magical thing! The earlier you start the better off you will be!

Testimonials

How can we help you? Get in touch with us today.