Has your income been reduced in 2021?
Was your income reduced, or were you on CERB/EI in 2021? We want to help you improve your finances.
Together we will determine:
How much you will need to put aside for your 2021 income tax
How the last two years will impact future home, car and lending decisions
Ensure you are tax-efficient and protecting your net worth
Create a detailed financial plan and road map for your next five years
Create a custom action list to help you reach your next life goal
Our package includes two one-hour appointments and an annual follow-up. We offer in-person and virtual meetings. Unfortunately, we only have a limited number of meetings, so contact us today to schedule your Free Consultation.
Financial Coaching Services
Proudly providing financial advisory services for Individuals in Halifax, Moncton, Toronto,
Calgary, Vancouver, and all across Canada