Your Wealth Advisor - Canada

You & Your Company - Our Guide for Business Owners

A comprehensive overview of your personal situation and specific issues as a business owner, manager, employer and individual, from your point of view.

I show you the type of work I do. We follow a proven process to discover and help you understand your current situation.

The purpose of this process is to get the big picture and put things in perspective. You can decide if further services apply to you.

$195.00 plus GST

Please call before ordering. If you proceed we will send our Engagement Agreement outlining the scope of the service and confirm receipt of your payment.

Price: $195.00