Contact us now: 403.837.9344

Our Process

Our process is holistic & centered on you.

We understand planning is not one-size-fits all; we know that we are working with personal and foundational elements that impact your life and well-being. We acknowledge our responsibility to safeguard your future and guide your finances, and do so with integrity and care.

Our 4-Step Process

UNDERSTAND

First Meeting

We look to understand your financial picture as you learn how our unique planning will benefit you.

VALUES & GOALS

Second Meeting

Our team uses your individual values as the guiding principles in creating your financial plan.

PLAN SOLUTIONS

Third Meeting

We ensure you understand your plan and how to implement our strategies.

REVIEW & ACHIEVE

Fourth Meeting

Through regular reviews, our team ensures your plan stays on track to achieve your current and future goals.

To put our signature services to work for you, connect today.
Connect

OUR GESTURE OF TRANSPARENCY

Engagement Fee Structure

Option 1: Hourly rate of $350 + GST*

Option 2: Flat fee of $2,500 (+GST) for the initial plan set-up and first year of monitoring with 2 meetings per year, and $2,000 (+ GST) in each subsequent year.

Commissions

As fully independent financial advisors, we are able to shop the world of insurance and wealth management solutions which best fit our clients’ needs. If an insurance or wealth solution is implemented with us, any remuneration we receive are deducted against their chosen engagement fee model.

Whether hourly, flat fee, or with needed insurance or wealth management solutions, our clients can choose the model which works best for them.