Frequently Asked Questions

Can you help with budgeting?


You bet! We’ll chat about your current budget (or lack of), and what does and doesn’t work for you. I like to look at fee reduction possibilities, creating a fair budget and debt strategies. To get started send me an email or call 647.383.9490




Should I take my CPP early or late?


This is a hot topic. We will take into consideration your income sources and other relevant factors to determine whether early vs. late CPP would benefit you.




How comprehensive is a complete financial plan?


Very. We utilize one of the top financial planning software on the market, used by many of the big institutions in order to not only be competitive, but comprehensive. We will discuss; cash flow, net worth, asset allocation, education, retirement, insurance and estate planning. We can also analyze early retirement scenarios or long term care situations.





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