Our Services

Investor Financial Planning offers both personal and general advisory services. Clients should be aware that when general securities advice is provided it will not necessarily be appropriate for every client. That is why we recommend you seek a personal review of your investment objectives, particular needs and circumstances before making an investment decision.

Investor Financial Planning offers a range of payment options, including hourly fees and commissions on funds placed, or a combination of both methods. Your adviser will explain these options to you.

We are able to offer you the following services: