Financial uncertainty disrupts your life.
Does this sound like you?
- You’re unsure how much to save for retirement.
- Tax rules and government benefits like the CPP and OAS are difficult to navigate.
- You worry about running out of money and not being able to maintain your desired lifestyle.
- You’re struggling to decide where to invest or which accounts to use.
- You question whether the financial advice you’re getting is actually impartial.
You’re not alone.
In today’s uncertain economy, having a clear plan is more important than ever. Our team holds professional designations such as the CFP, CFA, and CPA and has helped many Canadians create personalized, easy-to-follow financial plans.
These plans are designed to help you reach your goals, whether it’s retiring comfortably, travelling more, supporting your family, or feeling in control of your financial future.
As fee-only planners, we provide completely unbiased advice with no sales pitches or hidden agendas. Just clear, straightforward guidance designed to simplify your finances and help you build a brighter future. Together, let’s create a financial plan tailored to your needs and goals.
Save Money
Stop losing money to avoidable taxes.
We’ll show you how to maximize savings and retain more of your hard-earned money.
Gain Clarity
No more guessing about your future.
Our personalized Blueprints show you exactly how to reach your goals.
Be Ready for Anything
Our plans are designed to handle life’s surprises
We stress-test your strategy to withstand life’s uncertainties.
How Our Process Works
Step 1: Book a Free Consultation
Let’s connect in a 30-minute Zoom call to talk about your goals, like retiring early, growing wealth, or building your financial legacy. We’ll assess where you stand, set clear targets, and recommend the best package for your needs. With our fully digital office, you can do this from the comfort of your home. You can start by booking your free meeting here.
Step 2: Create Your Financial Blueprint
If you proceed, we’ll assign an expert planner and send a welcome email with a questionnaire and service agreement. Once payment is made, we’ll meet to dive into your savings, investments, goals, and challenges, gaining a full understanding of your financial situation. Over 2–4 weeks, we’ll use advanced tools and expert knowledge to craft a personalized plan for you.
Step 3: Your Blueprint Delivered
Your personalized financial plan will be presented in a 1–2 hour Zoom meeting, accompanied by a detailed PDF outlining tailored strategies for taxes, investments, and retirement. We’ll walk you through the plan, address your questions, provide a recording for future reference, and six months of follow-up support.
Our Packages and Pricing
Testimonial
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.
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.
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 financial planners don’t receive commissions or direct compensation from referrals for investment. 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.
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 ensure your plan is as strong as possible. Learn more about the team on the About page!
