Personal Services

Life Insurance

Pays a sum of money to your loved ones when you pass away. Including Mortgage Insurance, Term and Permanent Life Insurance.

Disability Insurance

Pays a monthly sum to you, personally, while you're unable to work as you recover from a covered accident or illness.

Critical Illness

Pays a sum of money when you survive a major illness or diagnosis, such as a heart attack or cancer.

Health Insurance

Helps cover the costs of prescription drugs, dental work, registered health professionals, etc. for you and your family.

Travel Insurance

To use when you're outside of your Province or Country to ensure emergency medical costs will be covered.

Life Insurance

Pays a sum of money to your loved ones when you pass away. Including Mortgage Insurance, Term and Permanent Life Insurance.

Disability Insurance

Pays a monthly sum to you, personally, while you're unable to work as you recover from a covered accident or illness.

Critical Illness

Pays a sum of money when you survive a major illness or diagnosis, such as a heart attack or cancer

Health Insurance

Helps cover the costs of prescription drugs, dental work, registered health professionals, etc. for you and your family.

Travel Insurance

To use when you're outside of your Province or Country to ensure emergency medical costs will be covered

Personal Financial Coaching

Professional, one-on-one coaching of your personal finances.

Are you overwhelmed by your finances and all the options that come with it? Not sure where your money is going, how much you should be saving and who to talk to about…everything?

We can teach you to

  • Make your money work for you (not the other way around)
  • Be confident when opening your bank statements or credit card bills
  • Enjoy your money and not be afraid of it 

With a financial review and analysis of your habits, we will work on strategies to get your finances in order and keep them that way.

Personal Financial Coaching

Professional, one-on-one coaching of your personal finances.

Are you overwhelmed by your finances and all the options that come with it? Not sure where your money is going, how much you should be saving and who to talk to about…everything?

We can teach you to

  • Make your money work for you (not the other way around)
  • Be confident when opening your bank statements or credit card bills
  • Enjoy your money and not be afraid of it 

With a financial review and analysis of your habits, we will work on strategies to get your finances in order and keep them that way.

personal financial planning

Personal Financial Planning

A professional, one-on-one analysis of your personal finances.

Are you worried about your budget, planning for the future, whether to get an accountant, and who to talk to about…everything?

If you’re ready for financial clarity and to tackle the next step in becoming the Best Financial You, get started below!
Not quite that ready yet? Book a discovery call here.

With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.

personal financial planning

Personal Financial Planning

A professional, one-on-one analysis of your personal finances.

Are you worried about your budget, planning for the future, whether to get an accountant, and who to talk to about…everything?

If you’re ready for financial clarity and to tackle the next step in becoming the Best Financial You, get started below!
Not quite that ready yet? Book a discovery call here.

With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.

What's the Difference Between a Coach and a Planner?

FINANCIAL COACHING

This is for you if…

  • You struggle to stick to a budget
  • You need someone to guide you through the process
  • You feel overwhelmed by your finances
  • You struggle with debt

FINANCIAL PLANNING

This is for you if…

  • You want a written financial plan
  • You want a second opinion on your investment and debt strategy
  • You are planning for retirement
  • You want to work with a Certified Financial Planning Professional® 

Not sure where to start?

Book a call with our Advisor if you’re not sure whether to start with your budget,
insurance, or something in between.