Fee-only, advice-only financial planning
A secure financial future begins with good advice.
The financial planning industry has long been known for hidden fees and biased advice. We’re different. Unlike other firms, we don’t receive commissions for selling products — because we don’t sell products. We provide objective advice, so you can trust that your best interest is our main priority.
“Rob has taken a confusing and overwhelming process and turned it into a digestible, clearly defined plan. His wealth of knowledge and sound advice give us peace of mind.”
—Katy F.
We are so specialized that you can't see us on this chart.
There are approximately 90,000 people that call themselves financial planners in Canada. Of those, only 17,000 have the gold standard of being a Certified Financial Planner®. It’s estimated that fewer than 1/2 of 1% are fee-only, advice-only Certified Financial Planners®. That’s us.
