Frequently Asked Questions

Yes. Many clients are new to Canada and need help understanding local rules, products, and tax requirements. 

For insurance and investments, compensation is typically built into the products.

For tax preparation, fees are transparent and agreed in advance.

The initial 30‑minute consultation is $49 CAD. You get clarity on your situation and options, with no obligation to proceed. Most clients choose video or phone calls, which makes it easy to work together anywhere in Canada.

Step 1 – Initial 30‑minute consultation

• Meet by phone or video to understand your goals, current situation, and biggest concerns.
• Decide together if it makes sense to move forward and what type of support you need.

Step 2 – Personalized plan & recommendations

• Review your existing insurance, investments, and recent tax returns where applicable.​
• Get clear, written recommendations and an action plan with prioritized next steps.

Step 3 – Implementation & ongoing support

• Implement changes (new coverage, portfolio adjustments, tax filing) at your pace, with guidance at each step.​
• Schedule annual or life‑event check‑ins to keep your plan current as your life and rules change.