Thirty minutes. No pitch. No homework.
A conversation to find out whether a plan built around you, and not just your corporation, makes sense.
- You tell me about the company, the family, and what is keeping you up
- I ask questions, and mostly listen
- We decide together whether a second meeting is worth your time
Choose a time
Tuesday to Thursday, 11:00 a.m. to 4:00 p.m. EasternSend two or three times that suit you and I will confirm one by email, usually the same day.
Request a time by email dave@evernorthwealth.caThis is a fit if you
Own an incorporated business or professional practice, want your personal and corporate finances planned as one picture, and value directness over flash.
It is not a fit if you
Want a quick product recommendation, or a second opinion to confirm a decision already made.
How I am paid
The KAIZEN Financial Planning Process for Business Owners is one flat fee. It is not a percentage of your assets, and it does not depend on you buying anything. You see the exact figure in writing before you decide, and it is paid in two installments.
If you are not 100% satisfied, your program fees are refunded in full.
If a client later puts insurance in place through me, or works with a portfolio manager I introduce, I am paid for that too, and I say so in writing.
I work with a small number of incorporated owners and professionals. I do not give tax, legal or investment advice. My job is the plan that connects your accountant, your lawyer and your portfolio manager. I charge one flat fee for that plan, set out in writing before you decide anything. If a client later puts insurance in place through me, or works with a portfolio manager I introduce, I am paid for that too, and I say so in writing.