Financial Counselling

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We offer our clients an opportunity for financial peace of mind. In our constantly changing economic world it is difficult to be 100% confident about your financial decisions. Our clients are smart and successful, but with so many choices and contingencies to consider, a “second look” brings peace of mind.
Our Financial Counselling service is a shorter-term engagement, ideal for clients with questions about specific issues or who just want second opinion on a financial matter. We offer a no-obligation introductory phone call to determine whether or not our services are appropriate for your needs and if so, which level of service is right for you.

Hourly rate: $250 / hour + HST