facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Approaching the Details of Your Finances Beyond the Numbers Involved

Financial Planning | Toronto ON | Plan Your Future

Together, We’ll Determine the Factors That Impact Your Financial and Personal Growth

At Plan Your Future, we know that money isn’t just a number. It has properties that cause an increase or decrease in value over time. From inflation to taxes and market fluctuations or unexpected life events, there are a number of aspects that determine how you should spend your money now and in the future.

Financial Protection | Toronto ON | Plan Your Future

Better Protection, Less Risk

When it comes to taxes or insurance, we offer a unique approach compared to other advisors. For example, we focus on how you can utilize your savings and whether it would be more beneficial for you to save for your retirement or spend on the goals you have now. By discussing your objectives, we’ll learn what you’re looking for and how we can help.

We Specialize in Long-Term Planning

Through our comprehensive process, we help you:

Identify & Correct Liabilities...

...With Minimal Expense

Reallocate Your Tax Savings...

...To Increase Your Retirement Savings

Improve Your Family Legacy...

...Without Limiting Your Retirement Spending

Re-Budget To Improve Your Protection Profile...

...And Maintain Your Current Lifestyle

Build Your Own Guaranteed Pension...

...Through Annuity Solutions

Create Accumulation Strategies...

...That Are Sheltered From Market Risk

Tailor Investment Portfolios...

...To Your Unique Goals and Interests

Develop Customized Insurance Solutions...

...That Incorporate Your Protection Needs

Make Room In Your Retirement Plans...

...For Specific Goals and Purchases

Align Your Will and Estate Plans...

...With Other Long-Term Goals and Strategies

Prepare a Full Succession Plan...

...And Transfer or Sell Your Business

If You’re a Business Owner,

We’ll Form a Cohesive Strategy

Together, we’ll take a look at your:

Saving Money | Toronto ON | Plan Your FutureRetirement Plan

A detailed plan for funding your retirement, improving your cash flow, and preserving your wealth for the next generation.

Retirement Advisor | Toronto ON | Plan Your FutureShareholder Agreement

We make sure your shareholder agreements are secure and well-aligned with your wealth to eliminate unnecessary risk and tax.

Financial Planner | Toronto ON | Plan Your FutureSuccession Plan

Key to your retirement, this plan allows you to get out of your business what you’ve put into it.

Retirement Investments | Toronto ON | Plan Your Future

Remaining As Invested As You Are

Has your financial advisor shown you how they invest their own money? At Plan Your Future, we believe in transparency and accountability. We offer insight into our own portfolios and how they are managed in order for you to feel secure in your investments and the plans we develop together.

And, when it comes to how we’re paid, we start with an open conversation about our fee structure and the costs involved. While our ideal client relationship minimum is $300,000, we’re happy to discuss your needs as long as you’re as motivated as we are.

What Does Your Distribution Strategy Look Like?

Let’s Begin Building Your Custom Plan Today

Schedule Your First Meeting