“Ben was extremely helpful, patient and reassuring in answering all my questions as he walked me through my retirement options. I Highly recommend!”

“Ben took the time to explain every part of my finances to me in detail until I was confident I could do it myself. I switched from my bank’s financial advisor to investing on my own saving thousands in fees yearly.”

“My wife and I reached out for a second opinion on our finances as we’re getting closer to our financial independence goal. The meeting was particularly reassuring for my wife, to hear a CFP professional echoing the same thing I’ve been saying - that early retirement is not all that far off for us. He was direct and concise, and we came away from the meeting with a clear picture of our options moving forward.”

“Benjamin was able to set my financial situation up for success. He explained what investments I should make based on my debts, my income, and my risk tolerance. He guided me in setting up self-directed investments using Questrade which allowed me to move my RRSP and TFSA from simple bank accounts to an investment-based portfolio. This allows me to efficiently manage my finances to support the cost of living while investing in preparation for a future retirement.”