A Note From Jason: The purpose of this meeting is to understand your specific needs to determine if and how we can help. We then provide a quote for our services to be detailed in a written engagement letter that acts as our contract to you. Please note we cannot provide advice to you during this introductory meeting.
My Thoughts on Jason
Jason and his team are consistently brought up as one of the most reputable and respected financial planning firms in Canada.
One of my favourite things about Jason and his team is that they don't sell any investment products, so you know that you're getting unbiased financial advice, as opposed to hearing a cleverly disguised sales pitch that is made to look like a "financial plan".
I've been in this industry for a decade and have consistently heard good things about Jason and his company over that time. Not once have I ever heard anything negative, and I think this is further demonstrated with their average review scores of 4.9/5 on Google Reviews.
Last but not least, I like how they also deal with tax strategy and optimization in addition to financial planning. This way they can actually be a one-stop, end-to-end solution for your financial life.
Here are some of the services Jason & his team offer:
- Fee-Only, Advice-Only Financial Planning
- Retirement Planning
- Investment Strategy
- Accounting & Tax Planning
- Insurance Needs
- Estate Planning
True fee-only planners are rare in Canada but Jason Heath has established himself and his firm on the vanguard of this growing area. His reputation for dispensing sensible objective guidance has also made him a go-to source for many media.Jonathan Chevreau, Editor, MoneySense Magazine
Jason is smart, experienced and knows his stuff. He’s a great source for personal finance insight.Bruce Sellery, Author of Moolala, Columnist at Moneysense Magazine, BNN
I have, to date, avoided financial planners/advisors – the ones I met didn’t seem to bring much to the table that I couldn’t figure out myself. Your firm seems to be significantly more advanced than the others, and is the first one to convince me that there is an advantage to hiring professional help for my finances.Dvorah R, Senior Manager
Thanks for taking me on as a client. This has been an important exercise and has given me great insight into my financial affairs. You’ve been extremely helpful and I hope I can call on you from time to time to help me update my plan as circumstances change. I get the sense you have a thriving practice and hope you don’t mind if I recommend you to some of my friends.Jack Fleischmann, General Manager, BNN
I am not sure how I would have handled all this without your advice and assistance. I really was naive about the process, timelines and the decisions to be made. To tell you the truth, I find it a bit nerve-wracking. Thank you Jason for your support.Judy S.