Retirement Planning
Find out when you can retire and how much you can spend. I'll map out your income year by year so you can stop guessing and start planning.
Learn MoreFinancial Planning & Advisory Services in London, Ontario
Clear plans for every part of your financial life. Whether you need help with retirement, taxes, investments, life insurance, or your business — I'll build a plan and manage it for you. As a financial advisor in London, Ontario, I bring everything together in one integrated strategy.
Tax Planning
Keep more of what you earn. I'll find every legal way to reduce your Ontario taxes — most people are surprised by how much they can save.
Learn MoreInvestment Management
Stop wondering if your investments are working. I'll build and manage a portfolio that fits your goals — no guesswork, no expensive products, no stress.
Learn MoreCorporate Planning
If you own a business in Ontario, you're probably paying more tax than you need to. I'll show you how to structure things so more money stays in your pocket.
Learn MoreLife Insurance
Make sure your family and business are protected if something happens to you. I'll help you figure out exactly how much coverage you need — no overselling.
Learn MoreEstate Planning
Make sure your money goes where you want it — to your family, not to taxes. I'll help you set up a plan that protects what you've built.
Learn MoreWhy One Integrated Financial Plan Matters
Most financial advice is delivered in silos. Your bank handles investments. An insurance agent sells you a policy. Your accountant files your taxes. Nobody coordinates. The result is conflicting advice, missed opportunities, and thousands of dollars left on the table.
As a financial advisor in London, Ontario, I build one plan that connects every piece: your retirement income strategy informs your tax planning, which shapes your investment management, which coordinates with your insurance coverage and estate plan. Every recommendation considers the full picture, so nothing falls through the cracks.
Frequently Asked Questions
What financial planning services do you offer in London, Ontario?
I offer six integrated services: retirement planning, tax planning, investment management, corporate financial planning, life insurance, and estate planning. All six work together in one comprehensive plan — there are no silos, and every recommendation considers the full picture.
How much does a financial advisor cost in London, Ontario?
My fee is based on a percentage of the investments I manage for you and covers all financial planning, investment management, tax strategies, and ongoing reviews. There are no separate planning fees, hourly charges, or hidden commissions. Most clients pay significantly less than the fees embedded in typical bank mutual funds.
Do I need all six services or can I choose just one?
Every client gets a comprehensive financial plan, but the depth of each area depends on your situation. A young professional might focus on investments and insurance, while a business owner near retirement might need all six. The initial call helps us determine which areas will have the biggest impact for you.
How is an independent financial advisor different from my bank?
A bank advisor is limited to their institution's products and may earn commissions that create conflicts of interest. As an independent financial advisor, I can recommend solutions from the full market based solely on what is best for you. I also provide comprehensive planning across retirement, tax, insurance, and estate — not just investment products.
Featured Financial Planning Resources
Independent Advisor vs Bank Advisor
What the difference actually means for your money in Ontario.
How Much Does a Financial Advisor Cost?
Real fee ranges and what you should expect to pay in London, Ontario.
How to Choose a Financial Advisor
10 questions to ask before hiring — and the red flags to watch for.
Why Your Bank Advisor Might Cost You Thousands
The structural conflicts and high fees that erode your returns.
Estate Planning for Ontario Families
Wills, probate fees, beneficiary designations, and protecting your wealth.
Financial Planning During Divorce
Property division, pension splitting, and rebuilding your financial plan.
Not sure where to start?
Book a free 15-minute call and I'll help you figure out which services make sense for your situation.
Or reach out anytime — I respond personally.