Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
 
 

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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

House Affordability

 

Need personalized advice on what's affordable or how to adjust to increased expenses?  

Adjustment Plan- intro call/ planning session + summary letter/ check-in session at 3 mnths - $1200 incl HST

 

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