What does a financial planner even do?

Some people really aren’t sure what a financial planner or consultant does. We help you with plans across all areas of your life dealing with finances.

  • Want to learn how to invest? We can show you the ropes.

  • Do you need help budgeting? We can help you go line by line and develop strategies to excel rather than just stay afloat. 

  • Are you trying to plan for your children’s education? We can assist you with a long term investment strategy or withdrawal optimization.

  • Looking to buy a house? We can help you ensure your budget and your dream house go hand in hand.

We focus on the finances but we want to help you hone in on what’s important to you. What are your goals? What do you prioritize?

  • Do you want a “once in a lifetime trip”, every year?

  • Would you like to start your own business?

  • Are student loans stressing you out?

All of these things are important. But how you feel about your money is unique to you. We want to plan around your priorities and your life instead of trying to make a cookie cutter approach work for everyone.

Who are we?

  • Jason Smith is our company founder. He started as an engineer in the construction and mining industry. He did not like what he saw in the financial services realm when he tried to get help for his own finances. He took it upon himself to learn everything that a financial planner should know and more. Then he realized he enjoyed assisting others in figuring out life and finances, beginning a whole new chapter in his own life.

  • Accountable - Enable you to follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

    Educate - Explore what specific knowledge will be needed for you to succeed in your situation.

    Objective - Bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

    Organize - Bring order to your financial life.

    Partner - Help you achieve the best life possible. We strive to understand your philosophy, needs and objectives, work collaboratively with you and on your behalf and offer transparency along the way around costs.

    Proactive - Work with you to anticipate your life transitions and prepare financially for them.

  • Jason Smith holds the Chartered Financial Analyst (CFA) as well as his Qualified Financial Planner (QAFP) designations.

    CFA - Consists of three grueling levels with a 30% pass rate at each level. Considered the gold standard in Finance Education.

    QAFP - Stepping stone to Certified Financial Planner (CFP) the designation covers the various areas of Financial Planning for Canadians.

    PEng - Jason is also a Professional Engineer.