Benjamin Théorêt is a Gatineau based Certified Financial Planner
that offers fee-only consultations tailored to your goals
His services can also be accessed virtually throughout the province of Quebec.
Why Fee-Only Financial Planning?
Fee-only financial planning is about providing you with the knowledge and action plan that is tailored to your reality in order for YOU to be successful in managing your own portfolio autonomously. This approach eliminates potential conflicts of interests and focuses on providing the best advice possible without any incentive to recommend one investment product over another.
Traditional financial planning usually involves a third party managing your finances on your behalf with a fee being a percentage of your portfolio that reoccurs annually.
The fee-only approach will set you up with the necessary knowledge and tools so that you do not require a third party to manage your own investments and thus avoid recurring annual charges.
You can find more information on the services I offer through the different plans and pricing.
Background
I am a seasoned financial planner who acquired my expertise through firsthand management of personal investments. Following a 12 year tenure as an officer in the Canadian Forces, I retired at the age of 29. Subsequently, I transitioned into the realm of financial planning with a bachelor’s degree in personal finance in order to help others reach financial independence.
My goal is to help others self-manage their finances by offering a flat fee structure. I believe that the majority of people should manage their own finances, but they simply need a little professional guidance to reach a high level of confidence in the subject. Learn more