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  Hourly-Based Fee-Only Financial Planning

  CPA, CA, R.F.P., CFP^®, CLU, CHS

  Questions answered, second opinions, advice on a full range of financial planning topics, no sales pitches

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   Financial Divorce Counselling  

  CFDS

  A Chartered Professional Accountant, who is also a Chartered Financial Divorce Specialist (CFDS) to explain finances before and during your negotiations

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  Advice for Business and Non-profits

  BComm, CPA, CA

  Articles on practical and important topics to run your organization, and Useful Links to find important information

Hourly-based fee-only advice

(“Fee for Service”)

I am retiring from specializing in objective hourly-based fee-only financial planning and financial divorce counselling without commissions and referral fees, often called “fee for service.”  I sell no products, only my time and advice.  If you live in PEI and are unable to find someone for your particular needs, particularly if you are an older adult needing financial information about housing issues or estate planning (non-business), telephone me and I will see if I can help you or redirect you to someone.

Use the Search box at the top right to find information on specific topics

I am retiring and I am now only working with existing clients.

Explore my web site to find financial “knowledge” about personal financial planning, including income tax planning and marriage breakdown.

My goal has always been to provide  financial planning for a balanced lifestyle – helping you enjoy today while saving for tomorrow.  I have tried to offer solutions that are practical, understandable and objective based on my experience, education, and interest in your well-being, with a commitment to integrity and lifelong learning. Offering services in a sensitive, discreet fashion on an hourly fee basis without receipt of commissions or referral fees of any kind has been a way to be completely independent and objective, and been very rewarding to me because of the many thanks I have received.