Find the right fit
Every option starts from a blank page, with what matters most to you. Choose the level of help that fits where you are today, from a free course to a comprehensive plan. Not sure where to start? Book a free Fit Call.
Course
Learn everything that actually matters with investing, so you can block out the noise and make decisions with confidence.
Everything Everyone Should Know is a free video course written for Canadians. It skips what gets clicks and focuses on what actually builds lasting wealth. No sign-up, no sales pitch.
A good fit if
- You like to learn on your own time
- You want the basics before talking to anyone
- You want to stop second-guessing your investments
Meeting
A one-time meeting designed to answer your pressing questions and get clarity on your prioritized next steps.
Bring the questions that keep coming up. We focus the time on what matters most to you, and you leave with specific, independent advice you can act on.
A good fit if
- You have a specific financial decision to make
- You want a second opinion on your current approach
- You're not ready for a full plan, but want expert eyes on your situation
Compass
A simplified plan to define your values and get a clear understanding of where you are, where you want to be, and the exact steps to get you there.
Not everyone needs a full plan. Compass gives you a clear direction without covering every corner of your finances, so you can get headed the right way with confidence.
A good fit if
- Your finances are fairly straightforward
- You want direction, but don't need comprehensive planning
- You want a clear starting point you can build on later
GlidePath
A custom financial plan built around your values and your situation, so you know exactly where you stand and what to do next.
GlidePath brings every part of your financial life together. Each goal gets the same careful process, and everything is tied back to what matters most to you.
A good fit if
- You have several goals competing for the same dollars
- You're facing a big change, like a new home, a growing family or retirement
- You want every piece of your finances working together
The same steps, every time
Whether you choose Compass or GlidePath, working together follows the same path, so you always know what comes next.
- Fit CallFreeA relaxed 15 to 30 minute call to see if we're a good fit.
- Discovery meetingWe define your values and talk through your goals and where things stand today.
- Your documentsYou send what's on a short checklist, like statements and insurance coverages.
- Planning workBehind the scenesI analyze everything and build your plan around what matters most to you.
- PresentationWe walk through your plan and recommendations together, in plain language.
- Your deliverablesBy emailYour plan and priority action list, sent to you after we meet.
- 30-day check-inAbout 30 days later, I follow up by email or call to see how it's going.
Good to know
Straight answers to the questions people ask most. Anything else, just ask on your Fit Call.
How are you paid?
For planning, you pay the flat fee listed for the service you choose: $395 for a Meeting, $995 for Compass or $1,995 for GlidePath. There are no hidden costs, and you never have to invest or buy insurance with me to get a plan.
If you'd like your investments under my purview, my fee is typically 1% a year, depending on the size of your investments, paid monthly from your accounts with no separate bill. Including platform and investment management fees, the total ongoing cost is typically around 1.3% to 1.5% a year.
If your plan shows a need for life, critical illness or disability insurance, I can help you put it in place. I'll explain exactly how I'm compensated before you decide, and you're always free to buy coverage elsewhere.
What if I'm not happy with the service?
I stand behind every Meeting, Compass and GlidePath plan. If you don't feel the value was there, just let me know and I'll refund your fee.
I offer this because I believe the process is an incredibly insightful experience, and I'd rather earn your trust than keep a fee you don't feel good about.
What happens on the Fit Call?
It's a free, relaxed 15 to 30 minute conversation. We'll talk about where you are, what you're hoping to get done and what matters most to you. If one of my services is a good fit, I'll tell you which one and why. If not, I'll point you to resources that can help, including the free course and tools. There's no obligation either way.
What's the difference between Compass and GlidePath?
Compass is a simplified plan. We define your values, get a clear snapshot of where you are, put your goals in order of priority and map the exact next steps. It's a great fit when your finances are fairly straightforward.
GlidePath is comprehensive. Every goal is mapped out in detail, with specific steps for how to reach it. You also get recommendations on accounts, investments, debt and cash flow, and a priority action list.
Both follow the same process: a discovery meeting, the planning work, a presentation meeting, your deliverables by email and a check-in about 30 days later.
Do you work with people outside Manitoba?
Yes. Planning is available to Canadians across the country, and your plan is built around Canadian accounts, taxes and rules wherever you live. I'm licensed for insurance in Manitoba; outside Manitoba, I can refer you to trusted insurance professionals in your province.
What do I need to get started?
Just book a free Fit Call. If we decide to work together, we start with a discovery meeting. Afterwards, I'll send a short checklist of documents to gather, like statements and insurance coverages, so your plan is built on accurate numbers.
Not sure which fits?
Book a free, no-obligation Fit Call. In 15 to 30 minutes, we'll talk about where you are and what you're hoping to get done, and I'll point you to the option that makes the most sense, even if that's the free course.