Our Financial Blueprint

The Digital Tool You're Missing!

Map out your personal finances like you're building your dream home.

100+

5 reviews

Jennifer K

Pediatric Nurse

I have been looking for a financial coach for a long time. I have had meeting through my work, but those meetings never went beyond the initial interview. He showed me a way where my assets can be used to help me meet both my short and long term financial goals while at the same time meeting my preferred involvement in setting those goals. I feel very blessed that I found Anthony and am looking forward to see what more he can do for me in the years to come!

Samantha B

City of Toronto

Anthony is very patient, professional, honest and approachable. Parents experiencing minor hardship in their retirement. Not only did he give us multiple actions, he took the time to explain everything in a way that we understood. We didn’t feel rushed or judged. I would recommend Anthony to anyone without hesitation. He is very knowledgeable and straight to the point. He goes above and beyond to find solutions as well as future financial planning.

Virginia B.

Director, Healthcare

I honestly thought I had my finances in order until I was introduced to Anthony. I didn't realize how many financial products I owned until me laid them out for me to see. I paid a lot for products but realized I had no real strategy. Today I have total clarity over my money, I understand where I'm going to be financially in 10 years and I'm spending the same amount of money every month!

Robert S.

Vice President, Transportation

Working with Anthony and his team has been a great experience. They took the time to understand our financial situation and our goals, they educated us on options and helped us build a plan. After initial set up, the whole team continually stays in touch to assess our satisfaction, and works with us on adjustments needed to our plans and today, our son can attend post secondary school without taking our any student loans. I highly recommend working with this group - the personal touch, and their genuine concern are an invaluable asset to your personal finances.

What's A Financial Blueprint?

Most of us think about money every day.

It's not that we're greedy and obsessing about it, it's just that our finances touch every area of our lives. Each of us is making vitally important decisions every day that make us either stronger financially or more vulnerable.

The fact is, we are each building a financial house, whether we realize it or not.

How you build your house, the choices you make will determine where you end up financially.

The goal of making wise choices is to reach a point where your money one day works for you - so you no longer have to work for your money. That's called financial independence and it all starts with a Financial Blueprint.

The Layout of your Financial Blueprint

It's likely that the house of your dreams has three stories.
On the other hand, most individuals aren't aware that your Financial House requires eight essential levels for you to have financial stability.

Debt & Mortgage Elimination

Asset Protection

Budgeting & Spending

Wills & Power of Attorney

Retirement & Education Savings

Emergency & Vacation

Home & Auto Insurance

Goals & Dreams

Get clear answers to your most pressing money questions

ASSET MANAGEMENT

Can I stop working at X years old?
How can I better protect my assets from inflation, taxation and depreciation?
How does my investment portfolio compare to others?
If I retired and withdrew $xxxx per month, how long will my money last me?
Historically, how has my existing portfolio performed in the last 1,3,5,10,20+ years?

DEBT MANAGEMENT

How can I pay off my mortgage in x years?
How much faster can I pay it off if I paid an extra $xxxx per month?
What's the best way to pay off my mortgage, credit cards and loans?
Can I get a better interest rate on my mortgage?

Kids Education

How can I ensure my kids go to university without needing a loan?
How can I get the government to pay for my kids education without out-of-pocketing any expenses?
How much will tuition cost by the time my daughter goes to school?
How can I withdraw the money without triggering any taxes and unnecessary fees?

CASHFLOW MANAGEMENT

How can I free up an extra $xxx from my budget so I can afford to start taking family vacations?
Where is all my money going? Can I do better?
How can I consolidate financial products so I'm not paying double for the same type of product?