Advisors who've sat where you're sitting

Who I help: Incorporated professionals and business owners

Reynolds founded Zenith Advisory after building his own career in Canada from the ground up. He builds financial plans for incorporated professionals and business owners: how to pay yourself, what to do with the money inside the corporation, and how to turn it into a retirement and an estate. His clients include many professionals who arrived in Canada mid-career.

Who I help: Business owners, and families and professionals with ties in Canada and the U.S.

Anderson builds plans for business owners and for families and professionals whose lives span both sides of the border: how to pay yourself, where to save, and how to keep the plan working when income, residency or family are in two countries.

Who I help: Families, and women building their first financial plan in Canada

Deborah helps families set up education savings and protection, and works with immigrant women who are earning well but have never had a plan explained to them in plain language. Her background is in engineering and project management, so her plans are organised and easy to follow.

Who I help: Individuals and young professionals getting started

Jennifer works with people in their first years of earning well: the right first accounts, the right amount of protection, and a simple plan they can grow from.