• Advice & insights related to your financial goals, answering your questions around your unique needs

• A one-page action plan following our in-house Financial Planning process, including recommendations aligned with your goals

• Access by email and Zoom for six months to assist with implementation of the plan and guide you through life’s changes along the way.

• A great fit for those that do not have investments or insurance needs, but wish to work directly with Dominique as their Certified Financial Planner.

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Cost

A one-time fee of $875 (plus HST). Our engagement is renewable, should we decide to continue working together long-term.

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When

Monthly onboarding starts now for August 1, 2022.