Case Studies

Single Individual

As you can imagine, working with a single income is more challenging, unless the income is quite large. This doesn’t mean a cash flow plan can’t work for a single client.


Retired Couple

Canadians over 65 say that managing day-today spending is their top priority. Making cash flow planning even more important for those in retirement.


Couple with No Debt

In this case study you will read about a couple who visited their former advisor and asked if their money would last throughout retirement.


Young Couple

It might seem easy to find money later in life, your kids are out of diapers and you've got some seniority in your pay check. But what about when you are a young couple with young kids?


THIS IS NOT JUST ANOTHER DESIGNATION,
IT’S A WHOLE NEW WAY OF DOING BUSINESS.DIFFERENTIATE YOUR PRACTICE.