Introducing Jumpstart

Are you

  • A new or recent university/college graduate looking to make sense of personal finances in general, or figure out your benefits at your new job?
  • Making a job or career change?
  • About to retire and trying to understand your pension benefit options or how a RRIF works?
  • Looking to liberate your investments from a bank or mutual fund dealer and need some education on ETFs and portfolio strategy?


Are you not yet ready to commit to a long-term fee-only financial planning relationship or not willing to spend thousands on a financial plan that will probably completely change in the next few years anyway? 

Jumpstart is for you!

For $800 we offer 4 hours of professional financial planning services. 

 

Step 1: Complete the form below
Step 2: We will set you up with log-in credentials for Naviplan Clients, our client-facing financial planning platform, to gather your financial particulars. Be forewarned, this requires you to share everything about your present financial circumstances.
Step 3: We will spend an hour reviewing your financial profile and preparing for our planning session.
Step 4: We will hold a 2-hour planning session, either in person at our offices or over the phone utilizing JoinMe for screen sharing (you do not need to be local, nor have to brave downtown Edmonton traffic and parking; available to residents of Alberta, B.C., and Ontario only). During this meeting we'll help you make sense of your financial situation as best we can and recommend action plans. 
Step 5: For 90 days after our planning session we provide a total of around 1 hour of service responding to phone calls and e-mails as you implement your strategy.
 

Revisit your financial strategy again with us in the future for an additional fee, or explore other aspects of your financial plan.

 

Step 1 is easy: simply provide some basic info to help us get the process started and we'll be in touch to set up a time and day for your financial consultation meeting.

You will be invoiced $800 at your consultation meeting and payment by cheque payable to "Canaccord Genuity Wealth & Estate Planning Services Ltd" is due at that time.

If you have any questions before starting the process, please don't hesitate to call at 780.408.1502.

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