Fee Based Financial Planning
I provide my client families with objective, personalized financial advice without selling investment or insurance products. Unlike commission-based advisors, who may be incentivized to recommend certain products.
A fee-based advisor is paid directly by you, ensuring that my guidance is focused solely on your best interests.
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My services include:
Comprehensive Financial Planning
We help you create a roadmap for your financial future, considering your goals, assets, and risk tolerance.
Retirement Planning
Whether you're just starting or nearing retirement, I develop strategies to help you achieve a secure and sustainable retirement.
Severance & Employment Transitions
I provide guidance on severance packages, pension options, and career transitions to protect your financial well-being.
Tax Planning
I help you minimize tax liabilities, optimize deductions, and plan for tax-efficient wealth transfer. The goal is always to have you save tax.
Budgeting & Cash Flow Management
I assist in helping educate you in creasing a realistic budget that supports your lifestyle while achieving financial stability.
With a fee-based advisor, you get transparent, conflict-free advice, allowing you to make informed financial decisions with confidence. No sales pitches—just expert unbiased guidance tailored to your own situation. ​
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plantoretire.ca
My primary objective is unbiased support and guidance focused on YOU!
We have dealt with Paul for several years of financial planning and tax preparation. He has always been honest, knowledgeable and professional. I would highly recommend him as I am confident her would deliver excellent service.
D Thompson
My wife and I have been working with Paul for over 20 years. He has always given us honest and accurate financial advise and his knowledge of the income tax system is incredible. He has gone the extra mile for us and takes the time needed to answer our questions. We strongly recement Paul to anyone looking for good honest advice.
J Miller
Income Tax Preparations
As a former CRA official and former operator of of The Tax Man Inc. for over a decade. I've prepared thousands of induvial income tax returns.
Here is what I have learned Canadians want from their tax professional
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Canadians want accuracy, maximum refunds, and a stress-free experience when going through the filing of their income taxes.
Subject matter expertise and compliance can avoid costly mistakes. Whether optimizing deductions, handling complex returns, or providing year-round support, my hands on approach gives you peace of mind. Let us simplify tax season—expert guidance, reliable results, and your best financial outcome. File with confidence today!