Financial Planning
Fee-Only Financial Planning Services
Everyone has a financial future to plan for. Whether you’re building a career, buying a home, raising a family, or preparing for retirement, the financial decisions you make today shape the opportunities available to you tomorrow. Financial planning helps you understand where you stand, identify where you want to go, and make informed decisions along the way. It’s not just about having more money—it’s about making the most of what you have, preparing for the unexpected, and building a future that reflects what matters most to you.
Book a free 1-on-1 session today with Duncan Webster, CFA, CFP, FCSI
an industry veteran with over 35 years of financial services experience.
Financial Planning Packages
* The scope is personal financial planning involving a corporation. Tax preparation and filing, corporate accounting, legal restructuring, business valuation and business operating strategy are excluded. Complex structures may require a custom quote, agreed before work begins.
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Our Process
More Value Added Services
Portfolio Check Up
Examine your investment portfolio(s) and provide perspectives based on experience with rates of return, risks, costs, and suitability. Helpful for self-directed investors and those seeking an independent third-party opinion.
Discovery - Personal Circumstances
Investment Discussion
Portfolio Sharing & Review
Follow-Up Discussion
Findings & Perspectives
$3,200
$1,599
Investment Mentorship
Three hours of 1:1 mentorship, sharing knowledge and experience on investment matters that interest you. For investment beginners who want to understand key concepts relevant to them, and those passionate about dialoguing about investing.
Optimize Your Time
Learn What Matters To You
High Level Or Detailed
Safe Environment
Personalized & Private
$2,400
$1,199
On-Demand Consultations
Book an hour when you want an independent perspective on something. What do you think? Does this make sense? Can you please explain this to me? What pros and cons do you see with this? I'm stuck, what do I do next?
At Your Service
One-On-One (Remote Or In-Person)
Independent Advice
Focused On Helping You
Ongoing Relationship
$800/hr
$499/hr
Questions We Help Clients Answer!
Explore some of the most common scenarios where we see clients benefitting from our financial consultation services. While every situation is unique, the following scenarios are intended to provide you some insight into how we help our clients navigate challenges.
Am I in a comfortable position for retirement?
We assist clients by looking into the assumptions and making projections to determine the likelihood and degree of being able to enjoy a comfortable retirement.
Can I retire early considering my financial position?
Clients often come to us with a retirement age in mind and we can assess the viability of doing so relative to retiring at a later date.
Should I invest in real estate or an equity oriented portfolio?
We assist clients by considering the pros and cons of investments in real estate relative to financial market investments. We approach this question based on client-specific circumstances.
What should be my optimum withdrawal strategy?
Clients often have a mix of non registered and registered accounts coupled with retirement benefits and would like to understant how to prioritize their withdrawals over time.
How do I plan to move/ occasionally live in another country?
We help clients consider how to manage their affairs when they express an interest to spend more time abroad.
Is my investment portfolio aligned with my retirement goals?
We discuss the suitability of investment with clients and ensure that they have realistic expectations and understand the importance of a sound investment approach.
I have come into some money (inheritance, windfall). What adjustments might I make?
When clients come into money they are suddenly considering several different options on how to deploy the money. We help clients prudently review their options.