Build Wealth & Retire With Confidence
Rest easy without the fear of running out of money in retirement.
Stop overpaying on taxes and keep more of what you earn.
Achieve peak value for your business, whether you’re scaling or exiting.
The problems of rising costs, unexpected expenses, and managing taxes or investments can make financial planning overwhelming. Whether it’s preparing for retirement, scaling or selling your business, or tackling major financial decisions, it’s easy to feel uncertain of what to do.
We tackle your financial concerns with clear, personalized strategies tailored to your unique needs. From optimizing your taxes and investments and creating a blueprint for your financial future, our unbiased advice helps you confidently save, spend, and plan for what matters most, giving you peace of mind every step of the way.
Gain Clarity
Know exactly where you stand and what steps to take to reach your goals with a clear plan that gives you confidence in your financial future.
Get personalized financial plans, easy-to-follow projections, and one-on-one expert guidance.
Reduce Stress
Free yourself from the burden of managing complex financial decisions and juggling competing priorities.
Let us simplify the process with a tailored approach that keeps you organized and on track.
Save Time
Focus on what truly matters while we handle the complexities of your finances, giving you more time for everything else in your busy life.
We save you time with efficient data collection, proactive financial planning, and ongoing support.
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What Sets Us Apart
✅ Fee-Only Financial Planning – Unbiased advice with no commissions or hidden fees.
✅ Tailored Financial Blueprints – Plans built for your unique goals.
✅ Comprehensive Tax Strategies – Reduce taxes and keep more of your income.
✅ Advanced Investment Guidance – Expert advice without selling investments.
✅ Retirement Stress Testing – Plans that stand strong in any scenario.
✅ Business Advisory Services – Financial strategies for entrepreneurs.
✅ Custom Business Transition Plans – Smoothly plan for sale or succession.
✅ CPP and OAS Optimization – Maximize your retirement benefits.
✅ Simplified, Digital Convenience – Save time with a fully online process.
✅ Estate Planning Guidance – Protect your family with a legacy plan.
FAQs
Yes, absolutely! We’d be happy to connect you with some of our former clients who have agreed to share their experiences. Let us know, and we’ll arrange it for you.
Step 1: Talk About Your Goals
Let’s start with a simple conversation. Tell us what you want for your financial future whether it’s retiring early, growing your business, or leaving a legacy for your family. This is where we uncover your priorities and define what success looks like to you. You can book a free 30-minute consultation here.
Step 2: Create Your Financial Blueprint
If you choose to move forward, we’ll pair you with an expert planner and send a welcome email with a questionnaire and service agreement. After payment, we’ll dive deep into your finances, savings, investments, and goals. Over the next 2–4 weeks, we’ll use advanced tools to craft a customized financial plan tailored to your business and personal objectives.
Step 3: Your Blueprint Delivered
Your personalized financial plan will be presented in a 1–2 hour Zoom meeting, along with a detailed PDF covering strategies for tax optimization, investments, cash flow, and retirement planning. We’ll guide you through every detail, answer your questions, and provide a recording for reference. You’ll also receive six months of follow-up support to ensure your plan stays on track as your goals evolve.
We totally get it; trusting people online with your finances isn’t easy. You can never be too careful, and we respect that. Here’s why you can feel confident about working with us:
- Proven Expertise: Our team includes professionals holding CFP, CFA, and CPA designations. To maintain these respected credentials, we must adhere to strict ethical codes set by these organizations.
- Check our credentials: You can check that we are in good standings with our professional institutions here:
- CFA Member Directory (Christopher Liew)
- CFP Planner Directory (Christopher Liew, Obed Maurice and Simon Wong)
- CPA Canada (Obed Maurice)
- Your Finances Stay Secure: We’ll never ask for access to your accounts, only the necessary information needed to build your plan.
- No Hidden Costs: We operate on a fee-only model, meaning you’ll always know exactly what you’re paying for, with no commissions or product sales influencing our advice.
- References: We’re happy to connect you with clients who can share their experiences working with us.
We operate as a fully digital office, allowing you to connect with us from anywhere in Canada via video calls, email, or phone. While our planners are based in Calgary, Invermere, Edmonton, and Vancouver, we are proud to service clients nationwide and have had clients from every province.
This streamlined approach reduces overhead, keeps our fees lower, and helps us provide personalized, transparent service tailored to you. It’s financial planning made modern and convenient, and we think you’ll love our fresh approach!
Personal Financial Planning
- Individual Blueprint: $2,500 (one-time)
Comprehensive retirement, tax, CPP/OAS optimization, and estate planning tailored for individuals. - Household Blueprint: $3,000 (one-time)
Includes all Individual Blueprint features plus joint strategies like income splitting and estate coordination.
Business Financial Planning
- Core Business Blueprint: $5,000–$8,000 (one-time)
Tailored for business owners, covering tax planning, corporate strategies, and advanced retirement planning. - Elite Business Blueprint: $500/hour
High-level financial expertise including CPA guidance, succession planning, and fractional CFO services.
50% of fees are due before plan is started, and 50% is owed on delivery.
Investment Management Fees
We offer investment management services with fees typically ranging from 0.5% to 1.4%. We’ve partnered with trusted managers selected for their reasonable fees and strong track record. Each manager has their own fee schedule, which they’ll share directly with you for full transparency.
Our planners don’t receive commissions or direct compensation from referrals. Any referral fees go to the company to cover operating costs, not to individual planners. You’re under no obligation to choose one of our investment partners.
Our only job is to present you with unbiased investment options that fit your goals, so you stay in full control.
We guarantee an 8X return on the fee you invest in our services—or your money back. For example, a $5,000 plan is guaranteed to add $40,000 to your net worth compared to your original plan.
Many beginners have benefited greatly from our plans, but even seasoned finance professionals find value in an impartial review. Like second opinions in law or medicine, a fresh perspective on your finances can uncover missed opportunities or risks (and this often occurs in our free 30-minute consultation!)
Our clear, tailored approach maximizes your financial potential and delivers peace of mind. If we don’t meet the 8X guarantee, you don’t pay, it’s as simple as that.
Youtube Channel – Blueprint Financial
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