Find the answers to your questions here!
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All sessions are run 100% online, 1-on-1 with you, and 7 days a week. Use our scheduling site and pick a day + time that works for you. You’ll receive an email confirmation of your booking, and we’ll see you then!
Each core session is 1 hour long, so we can teach you the essentials and answer all your questions.
All sessions are free, and without any obligations.
Whether you’re between jobs, a part-time worker, or a full-time student, the accurate knowledge you’ll gain is a valuable asset!
Still can't find what you're looking for? Don't hesitate to contact us.
Yes, of course! We assist clients with creating and managing a budget that suits their lifestyle and financial goals. Download our free budgeting resource, and meet with us for further help.
We can open and manage all investment accounts in Canada. This includes:
Your personalized plan is a comprehensive aid to help you reach your specific goals. It includes our recommendations about budgeting, saving, paying-off debt, insurance, and investing for the short-, medium-, and long-term.
All our planning is 100% free! We feel everyone should have access our recommendations. If you’d like to open investment accounts or insurance policies, we can discuss any costs, ensuring that you keep as much in your pocket as possible.
When your plan is in place, we act as your financial advisor by managing your investments and insurances for you. We also meet with you multiple times per year to ensure that you stay on track and can adjust your plan as needed.
Still can't find what you're looking for? Don't hesitate to contact us.
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