Ongoing Advisory Service

Here for you with innovative advice no matter what.

Our support for your financial future does not stop after the completion of your Blueprint financial plan. We’re always here for you with invaluable advice.

Throughout life, your goals and lifestyle will change. As you navigate these events, we’ll be by your side to take care of all things financial.

We’re fee-for-service financial advisors. That means you can guarantee you’re getting unbiased, transparent advice. All you have to do is choose a level of service to suit your lifestyle.

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FAQS

What do you do that’s different to other financial advisors?

Before we offer any advice, we take time to get to know you and understand your financial goals. With a clear understanding of what your dream financial future looks like we recommend innovative strategies to get you there.

Our unique skill is maximizing the financial planning opportunities that come with owning a corporation and using bold new ways to save you tax. The value we can create for business owners is life-changing.

Why should I pay for your advice when I can get it from other advisors for free?

Most financial planners in Canada offer free advice in the hope that you will buy their products such as insurance or investments. They get compensated through management fees or commission.

That might meet your immediate need, but the chances are the advice they give you is going to be influenced toward buying from.

We’re on a mission is to transform the finance industry in Canada by offering innovative, unbiased advice focused on helping business owners win. We will never work with someone unless we can be sure they will receive more value than cost.

What do you do that’s different to other financial professionals like an accountant or an investment advisor?

There’s a big gap between someone managing your money or doing your accounts, and getting a full financial plan that is personalized to your goals.

You need an advisor in your corner that’s considering every aspect of your finances to make sure don’t miss out on opportunities to grow your wealth, pay less tax and ultimately get further ahead.

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