To get ahead financially and personally...
begins with a Simple Visual Plan
Why Visual? Most people will remember ...
The success of Visual Financial Planning...
Stefan and team are designers-at-heart, who crave the process of simplifying clients' complex financial worlds into smart and empowering visuals.
If you had to choose one, which report would you choose?
“A picture can be worth a thousand pages”
Supporting people so they can make their best choices...
Russell is a teacher-at-heart, who would love to share his 25+ years of financial knowledge with you.
Planning is the fundamental skill that helps people get ahead. We can help you enjoy life today and not run out of money in the future.
Our clients are captivated by the simplicity of their Visual Financial Plan - a plan to get them where they want to be today and tomorrow.
The Importance of Measuring Progress...
The Profit Tracker:
We regularly measure your financial progress. Do not be fooled by lots of numbers, complex graphs, stacks of papers etc.
Keep reporting simple:
All measures are best to be designed in what is commonly referred to as 'open source'. This means that if you want to be sure the reporting is accurate you can validate it yourself or by a trusted source.
See Your Income Grow & See Your Wealth Grow...
True enjoyment comes from reaching the next level of lifestyle you can afford. Seeing your wealth and income increase helps to have a stronger and more positive view of what the world can offer.
It is always satisfying to look back and see how far you have come. This ability to look back is even more important when markets falter or life events intervene.
Protect Your Wealth & Protect Your Future Income...
Life is uncertain:
You work hard over many years to grow your wealth, and for some, how quickly it can be used up or lost to uncontrollable life events such as disability, loss of life, stock market failures, loss of job, natural disasters, dishonesty, etc...
Minimize Financial Risk:
You can never protect for every possibility, however, you can minimize the odds and keep risk - confidently - under control.
What we offer
We have several Financial Strategy Plans that can be complemented with a large variety of products* we have available. Depending on the complexity of a clients plan we offer the following:
The Progress Plan
The Financial Freedom Plus Plan
The Success to Significance Plan
Strategies and products that we manage
for families for Small Business
Strategies and products that we manage
for Families
Cashflow: Our own MoneySweet app
Cashflow training (learn how to manage your money)
Debt:
Debt Consolidation (take the necessary steps to become debt free)
Tax:
Income Tax Preparation
3rd Party Investment Management:
(Referral Partners)
Private Client Equity - Managed Money
Exchange Traded Funds (ETF)
Syndicated Mortgages
Guaranteed Investment Certificates (GIC)
Insurance (Life, Disability, Critical Illness, Long-term Care)
Investment Account Types (via 3rd Party):
Registered Retirement Savings Plans (RRSP)
Registered Education Savings Plans (RESP)
Tax Free Savings Account (TFSA)
In Trust Accounts (ITF)
Registered Retirement Income Funds (RRIF)
Locked-in Retirement Account (LIRA)
Locked-in Income Funds (LIF)
Non-Registered (Open)
Retirement Planning:
Retirement Projection Software
Legacy:
Charitable Foundations
Business Benefits:
Group Insurance
Group Benefits
Health Spending Accounts
Employee Benefits Plans:
Deferred Profit Sharing Plans
Defined Benefit Plans
Corporations:
Incorporation plus...
Holding Companies
Family Trusts
Succession Plans
Tax:
Corporate Tax Filing
