Advice-Only Financial Plan
For clients who want a comprehensive plan but prefer to keep investments where they are.
We create a holistic financial plan together as of a specific date, covering the key areas that matter to you (such as cash flow, tax, retirement, and risk management). Your investments remain with your current financial institution.
One-Time Fee:
$2500 including GST
Retirement Income
Plan
For clients approaching or in retirement who want clarity on how to draw income.
A Retirement Income Plan provides a detailed roadmap on how to tax-efficiently decumulate your assets in retirement. We coordinate your various income sources (pensions, RRSP/RRIF, TFSA, non-registered, etc.) with your target retirement date so you know:
Which accounts to draw from and when
How to help manage your tax bill over time
How long your income may last under different scenarios
One-Time Fee:
$1200 +GST
Not sure which service
fits you?
I can help you identify the service that best fits where you are today - whether you’re a young family, mid-career, approaching retirement, or already retired.
Advice & Investment Management
For clients who want ongoing planning and professional investment management.
Your investment strategy is designed to work seamlessly with the cash flow, tax, and retirement plan we build together.
I partner with Investment Counsel Portfolio Managers (ICPMs) to manage your investments on a discretionary basis. This allows me to focus on the planning details, while your portfolio is professionally managed and monitored.
Annual Fee (based on assets under management):
$50,000 - $1,000,000 1% +GST
Over $1,000,000 0.5% +GST
Fees are charged as a percentage of your investment portfolio.
Let’s work together
Comprehensive financial planning looks at the full picture: cash flow and net worth, tax planning, investments, risk management, retirement income, and estate planning. The advice is independent, unbiased, and built around what matters most to you.
Let’s identify the planning approach that fits your goals.
Tell me about your personal financial priorities and concerns.
I’ll create a clear, personalized financial plan with actionable steps.
Receive ongoing support and guidance as your financial life evolves.
Let’s start with a quick conversation about your goals
Kim and Heather M
“We have had the good fortune to have discovered and worked with Jackie Piller RFP® for more than three and a half years. After an extremely thorough assessment of our financial situation, investment philosophy, risk tolerance, investment parameters, and income needs, we worked with her to an on-going and monitored financial plan.
The results of her efforts and communication with us have resulted in our plan more than meeting our expectations. Throughout this time, Jackie has been in close contact with us, meeting with us again for annual reviews of our strategy, answering questions, and providing advice to changing environments and circumstances.
Jackie’s thoughtful personal and professional manner has been an ongoing source of comfort in having someone who clearly cares about us and the management of our investments. We are extremely grateful to have her to depend on.”
