Overview

We work with regular Canadians across the country to answer questions about money. Sometimes the questions are tightly focused on one particular issue, like: "Should I take the lifetime pension or the lump sum?" or "What am I invested in?" or "Should I contribute to an RRSP or a TFSA?" Sometimes the questions are as broad as: "Can we retire?" or "We make good money, so where does it all go?" or even "Am I doing okay?" Our work together can be as simple as a series of conversations and emails, or as complex as multi-step financial planning reports, spreadsheets, and checklists. It all depends on the kind of questions you're asking. (We don't sell investments or insurance, so you'll get advice instead of product selection.)