Virtual financial planning firm focusing on pre-retirees, small business owners & families with disability. We offer comprehensive financial plan for one time or ongoing basis. Our investment philosophy is low-cost ETF investing with long-term... focus. We have verified CPAs, Insurance & mortgage partners to make sure we are looking your financial situation from all different angles. We offer in-person meetings within greater Toronto area (GTA) and virtually across Canada. We offer hourly or project based financial advice.We are planning centric and our goal is to give unbiased advice with clear action plan. We explain complex financial concepts in simple English. We speak both English and Bengali. First one-hour consultation is FREE.
financial planning services
fee only financial planning services
family financial planning services
Financial Planning for Seniors
Financial Planning for Business Owners
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