We Help You Plan, Grow, and Enjoy Your Wealth
Get unbiased, fee-only financial planning from credentialed planners we connect you with. Our Blueprints will help you save more, reduce taxes, and simplify your future.
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.
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. The planners we connect you with hold CFP, CFA, and CPA designations and have helped many Canadians create personalized 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, they 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.
Save Money
Stop losing money to avoidable taxes.
Your planner will show you how to maximize savings and retain more of your hard-earned money.
Gain Clarity
No more guessing about your future.
Your personalized plan will show you exactly how to reach your goals.
Be Ready for Anything
Our plans are designed to handle life’s surprises
Your planner stress-tests your strategy to withstand life’s uncertainties.
How Our Process Works
Step 1: Book a Free Discovery Call
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 discovery call here.
Step 2: Create Your Financial Blueprint
If you proceed, we’ll connect you with a planner who will send their engagement agreement and questionnaire to you for review. You engage and pay them directly. They’ll dive into your savings, investments, goals, and challenges, and over 2–4 weeks, use advanced tools to craft a personalized plan.
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. Your planner will 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
*(One-time fee. Please note that cross-border planning services are subject to an additional charge.)
*(One-time fee. Please note that cross-border planning services are subject to an additional charge.)
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: 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.
Your plan is delivered by credentialed planners: Simon Wong (MBA, CFP®) and Obed Maurice (CPA, CA, CFP®) lead the planning and tax work, with licensed portfolio managers for investments. Blueprint Financial, founded by Chris Liew (CFA, CFP®), connects you with the right planner. Learn more on the About page.
