Build the life you want, with the right Blueprint
Rest easy without the fear of running out of money in retirement.
Stop overpaying on taxes and keep more of what you earn.
Maximize the value of your business, whether you’re growing or selling.
Exit Canada the right way; stay tax compliant and protect your wealth
How it Works: Blueprint connects you with credentialed financial planners (CFP, CPA) and licensed portfolio managers who deliver the planning, tax, and investment services described here.
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 connect you with credentialed professionals who tackle your financial concerns with clear, personalized strategies tailored to your unique needs. From optimizing your taxes and investments to building a plan for leaving Canada the right way, their unbiased advice helps you confidently save, spend, and plan for what matters most.
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 your planner handles the complexities of your finances, giving you more time for everything else in your busy life.
We save you time with efficient data collection and ongoing support.
Our Core Services
📊 Financial Planning
🏢 Business Services
📈 Investment Management
✈️ Exit Canada Planning
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What Sets Us Apart
✅ Fee-Only Financial Planning – Unbiased advice from credentialed planners, 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 – Connect with licensed portfolio managers.
✅ Retirement Stress Testing – Plans that stand strong in any scenario.
✅ Leave Canada Cleanly – Simplify the CRA’s departure requirements with expert guidance.
✅ 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.
✅ Wealth Without Borders – Stay financially organized across multiple countries.
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, leaving a legacy for your family, or leaving Canada. This is where we uncover your priorities, define what success looks like to you, and connect you with the right planner.
Step 2: Create Your Financial Blueprint
If you choose to move forward, we’ll connect you with a financial planner, who will send their engagement agreement and questionnaire directly. Once you’ve engaged them, they’ll dive deep into your finances, savings, investments, and goals. Over the next 2–4 weeks, they’ll use advanced tools to craft a customized financial plan tailored to your business and personal objectives.
Step 3: Your Blueprint Delivered
Your planner will present your personalized financial plan in a 1–2 hour Zoom meeting, along with a detailed PDF covering strategies for tax optimization, investments, cash flow, and retirement planning. They’ll guide you through every detail, answer your questions, and provide a recording for reference, plus six months of follow-up support.
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: The planners we work with hold CFP and CPA designations, and our investment partners are licensed portfolio managers. To maintain these credentials, they 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 for your planner 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 the 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 we have planners located in Ontario, B.C, Alberta, 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!
Youtube Channel – Blueprint Financial
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