Spending Analysis
Nobody likes a budget, but understanding your spending is key to getting on track with your personal finances. We can help by analyzing your transactions and producing a spending analysis.
Cashflow, Asset & Liability Projections
Once you’ve got an understanding on your spending, we can help run projections around your cashflow, assets (e.g. investments, house) and liabilities (e.g. credit cards, loans, mortgage).
Retirement Projections
Whether your goal is to retire soon or many years from now, we can help create projections taking into account your retirement savings and other sources of income (e.g. CPP, OAS, workplace pension)