Why Me

Accumulation = Performance | Retirement Income = Strategy

Financial Planning Fees

The fee to complete a financial plan is determined according to the complexity of your financial situation. In general, the more complex your situation and needs, the higher the cost. Any applicable fees will be negotiated and fully discussed prior to any planning sessions.
A comprehensive financial plan may include one or more of the following:
Professional review of your financial position, including portfolio review, assessment of insurance needs and estate planning strategies.

  • A written financial plan comprised of a review and analysis of your current financial situation, your financial goals and action steps.
  • Follow-up discussion and professional support.
  • Ongoing financial planning advice and support, including annual reviews as determined by you and agreed to by me. You can also contact me any time for financial advice and guidance. I do not charge hourly fees for this service



Suite 2900, 10104 - 103 Ave NW Edmonton, AB T5J 0H8


+(780) 991-8653



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