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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!
We’ll connect over Zoom to explore your goals such as retirement planning, building wealth, managing taxes, or growing your business.
We’ll review your current situation, outline key targets, and recommend a tailored plan to help you move forward. You can also ask any questions and learn about our process.
Step 1: Book a Free Consultation
Start with a 30-minute Zoom call above to discuss your goals—whether it’s scaling your business, reducing taxes, retiring early, or building your financial legacy. We’ll assess your current financial position, set clear targets, and recommend the best package for your needs. All consultations are fully online for your convenience.
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.
Simon Wong, with his MBA in Accounting and CFP® certification, is our main financial planner. He’s here to simplify your finances, whether it’s planning for retirement or making big decisions about your business.
Obed Maurice is our tax and accounting specialist. With his CPA background and years of experience at an accounting firm, he’s here to guide you through tricky tax questions and craft advanced accounting strategies.
Chris Liew, the founder of Blueprint Financial and a CFA Charterholder, oversees every plan behind the scenes. He also steps in for complex investment strategies given his strong background in that field.
We also work with trusted investment partners to give you more options for growing your money.
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.