DISCOVER THE VALUE OF
FLAT-FEE FINANCIAL PLANNING
UNBIASED ADVICE
The Flat-Fee Advantage
Most financial advisors charge an ongoing percentage of your portfolio and have a conflict of interest due to the products they sell. Over time, these fees can erode half of your wealth or more. Nobody cares about your future like you do, so I believe that money should stay where it belongs - with you.
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I offer flat-fee financial planning, which means the only thing I sell is advice - advice that is tailored to you and your needs. You retain control over all of your financial decisions with the benefit of professional guidance at a fair price.
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Matt Poyner MD, CAFA
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MY STORY
I was a full-time practicing physician for many years before moving into the world of personal finance so I am very familiar with the challenges and opportunities available to Canadian professionals and business owners. I also know how empowering and enriching it is to gain the knowledge and tools you need to manage your own money.
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Personal finance is a skill that anyone can learn. With the right information and guidance, you can master this skill and apply it in your life leading to greater wealth, security, and happiness. The best way to do this is by building a comprehensive financial plan with a trusted mentor at your side providing expert advice and helping you avoid expensive mistakes.
WORKING TOGETHER
A step-by-step process to financial freedom
UNDERSTAND YOUR FINANCIAL SITUATION
The first step is get a clear picture of where you are now: income, expenses, savings, insurance, risk tolerance, etc. I will guide you through this process so it is as painless as possible.
SET ATTAINABLE FINANCIAL GOALS
You work hard for your money. What do you want it to do for you? How much do you want to spend? Are you saving for a house? When do you want to retire? I will help you set clear goals that are also attainable.
MOVE FORWARD WITH CONFIDENCE
Bridge the gap between where you are and where you want to be with a cashflow, savings, and investment plan that is perfectly customized for you and your family. By the end of the process, you will be your own financial expert.