The Digital Tool You’re Probably Missing!

Say Goodbye to Boring Budgets and Hello to Personalized Strategies that Actually Work!

This Isn’t Your Typical Financial Plan!

Have you ever felt like a financial plan just wasn’t right for you? Maybe you were given a “cookie-cutter” plan, but wanted something that took into account your unique situation.

Or perhaps you didn’t understand the advice you were given and felt like you had no voice in the process.What really sets a great financial plan apart is the ability to address every area of your finances, and not just the areas that generates the biggest commission to your advisor! 

You want a plan that not only hands you a roadmap but also provides resources to help you understand why certain strategies are recommended and how you can implement them successfully.

Most financial plans only focus on one part of your money situation, and to make matters worse, you have to pay for it whether you use it or not! But with My Financial Blueprint, we cover eight different areas of your finances all in one package.For example, how much you spend on your mortgage can impact how much you can save for your kids’ education and other stuff.

Covers All Nine Areas Of Your Finances In One Document!

You should have the tools you need to manage your money and feel confident in your financial decisions.

Debit & Mortgage Elimination

Will & Power of Attorney

Home & Auto Insurance

Asset Protection

Retirement Saving

Education Saving

Budgeting & Spending

Emergency & Vacation

Goals and Dreams

Get Clear Answers To Your Most Pressing Money Questions

Investment

• Can I stop working at X years old?
• How can I better protect my assets from inflation, taxation and depreciation?
• How does my investment portfolio compare to others?
• If I retired and withdrew $xxxx per month, how long will my money last me?
• Historically, how has my existing portfolio performed in the last 1,3,5,10,20+ years?

Debts

• How can I pay off my mortgage in x years?
• How much faster can I pay it off if I paid an extra $xxxx per month?
• What’s the best way to pay off my mortgage, credit cards and loans?
• Can I get a better interest rate on my mortgage?

Education

• How can I ensure my kids go to university without needing a loan?
• How can I get the government to pay for my kids education without out-of-pocketing any expenses?
• How much will tuition cost by the time my daughter goes to school? 
• How can I withdraw the money without triggering any taxes and unnecessary fees?

CASH flow

• How can I free up an extra $xxx from my budget so I can afford to start taking family vacations? 
• Where is all my money going? Can I do better?
• How can I consolidate financial products so I’m not paying double for the same type of product

5 Ways I Can Make Your Life Easier

Save Time

Managing your finances can eat up a lot of your time. You might have to spend hours researching different financial products, trying to figure out where to invest your money, and keeping up with tax laws and other regulations. Not having to worry about all this frees up time to focus on your family and career.

Simplify Your Financial Decisions

My team and I can help simplify complex financial decisions and provide clarity so you understand your options and make informed decisions that align with your goals.

Accountability

Without a financial advisor, you don’t have anyone you can hold accountable for your financial decisions. This leads to procrastination, indecision, or poor decision-making that can have long-term consequences on your financial future.

Access to institutional-level investments

Our team investment team has access to investment opportunities that are not available to individual investors. (Eg. trading on 12 different markets). This can help clients achieve better returns and diversification than they could on their own.

Comprehensive Services

We offer 16 different product lines and ranging from insurances, affordable legal services, investments and planning. That means you don’t need to shop around for another sales rep when looking for a financial product. Our financial coaches have access to a wide range of products from multiple providers, and we take care of the details for you.

Don’t settle for a one-size-fits-all approach that doesn’t work for you.

Make a change and transform your financial journey today!

step

01

Book a Discovery Call on Zoom

We meet on Zoom to gather some basic information to create your financial blueprint.

step

02

I build your customized Blueprint

In 3-7 days, I will create your Financial Blueprint. There’s no action on your part.

step

03

Present My Findings

We’ll meet a second time and I’ll present my findings and provide you with some options and my recommendation.

It’s at this time you decide if you want to move forward. If not, I simply close your file and you can keep the Financial Blueprint.

No Pressure. No Commitment.

Don’t worry. There’s no commitment to work with me, and there’s certainly no pressure to do so. I understand that everyone has different priorities and goals when it comes to their finances.

What others have to say

Calvin Chan

Marketing Director

Allows me to put a lot of trust into his advice and recommendations…

Rob Segsworth

VP of Transportation

Our son can attend post-secondary school without taking out any student loans…

Nicolas

Canadian Armed Forces

Takes the complexity of the financial jargon, and makes it simple to understand…

Ready to take the first step towards a better financial future?

Let’s work together to create a plan that suits your unique situation and helps you achieve your goals. Click the button below to schedule your call now and start your journey towards financial freedom!