Financial consulting is applicable for short term engagement mainly to answer specific questions, to get a second opinion on your current plan or to have us assist you through a life changing event.
Under this engagement, we are available on an hourly basis.   

 

Common areas we assist in: 

• A second opinion on current retirement plan 

• Simplifying the pension and severance pay decision at retirement

• I received an inheritance, how do I manage it?

• How do I buy a rental property, personally or under a corporation? And how do I finance it?

• I own a business – how do I retire from it?

• I'm a high income earning executive, what can I do to minimize the taxes I pay?

• A second opinion on a suggested financial plan

• Review and analysis of current investment plan 

• Recommendations around retirement income products 

• Suggested estate structure and key steps to follow when going through an estate planning process

• What are my options purchasing my first home?
  
  This service is provided by a senior Certified Financial Planner whose is also a Retirement and Pension Expert with over 20 years of industry experience.  Hourly fee is $250.