Holistic Financial Planning Services
for Your Peace of Mind
It can seem like there are only three options for managing your finances:
You could take care of everything yourself, but it can be overwhelming. There is so much information out there, and it can be hard to sift through all the acronyms and jargon to really understand what is applicable to your situation. Not to mention that spending your free time researching personal finance topics isn’t exactly the most thrilling way to spend a Sunday afternoon.
Robo-advisors sound great in theory, but what if you have questions about your specific situation? Investing can also be anxiety-inducing when you’re getting started - a robot isn’t going to be able to talk through your concerns or help you understand why your investments might have dropped in value.
And there’s always the financial advisors at your bank, but what you may not know is that they actually earn commission from selling you products like mutual funds. So, while they may seem like they have your best interests at heart, they are also incentivized to sell you overpriced products that make them money, too. Plus, these financial advisors tend to charge expensive fees that you may not even realize you’re paying.
There is another option, though - working with an independent financial advisor that you trust, and whose only goal is to help you build wealth in a way that makes sense for your unique situation.
HI, I’M DREW
I’m passionate about demystifying personal finance and helping people like you build effective money management habits. I’m a fan of a simple, no-nonsense approach; explaining complex financial topics in plain language and helping you understand how you can use these tools to better your life.
If any of this resonates with you, you might be interested in my Holistic Financial Planning Services.
Holistic Financial Planning Services
This could be a good fit if you are:
Looking to gain confidence and sleep better at night knowing that your financial plan is sound (and that you understand it, thanks to my education-first approach)
Stressed out about finances and want to ensure your investments and retirement planning is in good hands
Currently managing your finances on your own or are working with a financial advisor at your bank
Included in this service:
Holistic Financial Planning: Have someone in your corner to work with you to develop a sound financial plan and ensure you’re building your wealth; I’ll help ensure you are optimizing tax-advantaged accounts like RRSPs, TFSAs and FHSAs.
Professional Investment Management: Take the stress out of managing your investment accounts; I’m licensed as a fiduciary (meaning legally, I have to act in your best interests) to manage your Tax-Free Savings Account(s) (TFSA), Registered Retirement Savings Plan(s) (RRSP), First Home Savings Account (FHSA), and more.
Informative Touchpoints: Regular meetings to review your investment performance and financial plan in plain language; I want to educate and empower you to develop your financial toolbox as you navigate life’s milestones
Transparent, Unbiased Support: My goal is to develop a financial plan that’s right for you, not to earn commission by selling you expensive, ill-suited financial products that you don’t need.
Interested in hearing more? Book a free 30-min discovery call so that we can learn a little about one another and see if we might be a good fit to work together.
“Drew’s down to earth approach and focus on my unique needs helped me relax throughout the process. He took the time to work with me to develop my financial plan and made sure I understood each part of the plan. Thank you!”