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Bronze Level Financial
Planning Program

Our Bronze Level service is meant to provide everyone with a financial roadmap to reach their financial goals.

The Bronze Level service is designed to allow everyone to benefit from basic financial planning. We provide individuals with a focus on his or her personal situation, test hypothetical scenarios & the impacts specific to their financial situation. In addition, the financial coach who works with the individual will suggest financial planning strategies designed to improve financial position and security.
During the presentation, various “what if” scenarios and financial strategies can be reviewed. A copy of the final analysis together with a checklist of suggested strategies will be sent to the participant.

It’s your starting point for financial success. Get a personalized roadmap to reach your goals.

The Bronze Level service is your entry point to a brighter financial future. We’ll take a personalized approach, focusing on your unique situation. You can test out different scenarios and see how they impact your finances, all with the guidance of your personal financial coach. They’ll suggest smart strategies to help you improve your financial well-being and feel more secure.

How to Be Part of the Bronze Level Financial Planning Program:

  • Complete a questionnaire before our meeting.
  • Engage in a two-hour session to discuss a tailored financial analysis covering cash flow and future wealth.
  • Explore “what if” scenarios and recommended strategies during the presentation
  • Access our Information Centre via phone/email for 90 days post-session to address any follow-up questions.
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