Congratulations in booking your Session!

There's only so much that can be discussed in such a short time. Our meeting is designed to get to know each other and determine if I'm the right person to help you achieve your financial goals.

Please spend a few moments to help me better understand what you're looking for in a financial professional, and to determine whether I'll be the best fit to help.

I've made a simple questionnaire that broadly tells me what you need help with, topics we may be discussing, and how much you may already know.

There's only so much that ca be done in 15 minutes, so please spend a few moments to help me better understand your situation.

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WHAT IS AN INDEPENDENT FINANCIAL PLANNER

An accredited financial professional recognized and certified by FP Canada ™ as a Certified Financial Planer (CFP®).
Contracted individuals can provide financial products from large financial institutions as an unbiased agent through their relationship with distributors (dealers and brokerages).
Upholds the highest level of fiduciary duty to clients by critically comparing financial options available in the financial industry.

HOW CLIENTS CAN BENEFIT FROM INDEPENDENT ADVICE

Information and feedback from an independent source can provide insights that save clients
Solutions are designed with the client in mind from BOTH a financial planning AND product perspective.
Product provider/carrier comparisons available, includes all major financial institutions and other top companies in the financial sector.
Comparisons based on facts, supported by financial projections, and product analysis. We won't "sell" you a particular brand.

WHY SHOULD YOU CONSIDER USING AN INDEPENDENT?

You want to feel confident that your advisor is impartial and will give you the best advice possible.
Are you tired of dealing with customer service representatives and a rotating door of advisors assigned directly to your account?
Financial knowledge and needs have grown beyond the scope of traditional advisors.
You should look for a practice capable of handling all your financial needs.
Are you interested in building a personal team of professional advisors that are dedicated to improving your financial interests?

WHY MODERN VISION PLANNING IS YOUR BEST FINANCIAL OPTION

We are proud to be one of the few independent full service financial practices in the industry.
Licensed for most investment, insurance, and mortgage products, we can make recommendations that fit into plans from a product-based perspective.
With multiple financial accreditations, be confident in the professional advice you receive.
Our experience in different roles in the financial industry allows us to help clients make better financial decisions they can understand.
Our professional network can be used to help clients find the best solution for their needs.
Clients receive access to some of the tools used by many financial professionals

Remember to provide investment statements for a complimentary risk report

Your report will provide a summary breakdown of your current investment holdings from a bank or many other financial institutions.

Learn More About Us

RRSPs and investments play a large part in the lives of all Canadians, but it's only one part of the financial puzzle everyone is trying to solve. Modern Vision Planning is focused in providing unbiased recommendations to people who can appreciate how independent advice can truly make a difference.

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