Map Out Your Unique
Financial Journey
We work exclusively with your trusted advisor to craft a bespoke financial plan so you can reach your goals with Confidence, Clarity and Comfort.
FINANCIAL PLANNING • PENSION CONSULTING • CORPORATE ADVISORY
AN INNOVATIVE APPROACH
Are you overwhelmed by the intricacies of your finances?
Our process will simplify your financial life
- Each of your specialist will work in their "ZONE OF GENIUS"
- We'll create a dashboard that gives you clarity with both your business and financial health.
- Free up the time you used to spend coordinating between your advisory team.
- Eliminate redundant action items.
Transform Financial Stress into Strategic Success With CoPilot Financial Planning
Our Services
CoPilot Financial Planning is a fee-only financial planning entity that partners with your professionals, including Investment Counsellors, Accountants, Insurance Advisors, and Lawyers, to deliver a holistic financial planning experience.
We work closely with your team of professionals to boost their efforts in helping you reach your personal, business, and money-related goals. We're not just planners; we are like copilots, helping you steer your way towards success in all aspects of your finances.
Fee for Service Financial Planning for Clients
Fractional Financial Planning Services for Financial Advisors
Integrated Planning Services for Accountants and Lawyers
ACHIEVE YOUR GOALS
If You Find Yourself Asking Any of These Questions, We Can Help:
- Am I saving enough for future goals such as retirement or buying a vacation home?
- Investment Strategies: Are They Effectively Aligned with My Financial Goals?
- How should I minimize my tax liability and maximize my deductions?
- How do I retire early and never run out of money? Am I missing out on financial strategies that can optimize my finances?
- How should I prioritize savings within my corporation, a pension plan, or opt to contribute to my RRSP and TFSA?
HOW WE WORK WITH YOUR
TRUSTED ADVISOR
Simply direct, bespoke counsel imparted by a team of Certified Financial Planners®
At CoPilot, our refined approach to financial planning transforms your financial aspirations into achievable goals. We'll begin by understanding your unique objectives and personal values before we take into account your current financial situation.
Using these insights, we chart a bespoke roadmap with tailored strategies to ensure your financial progress.This empowers informed financial decision-making and fosters a balance between competing financial demands.
With CoPilot, you're equipped for enduring financial stability and confidence, regardless of life's twists and turns. Trust us to be not just your advisors, but your partners in achieving a prosperous financial future.
Simplify Your Finances, Prioritize Your Passions: Embrace What Truly Matters
No hidden fees or aggressive product pushing, we simply offer unbiased, tailored financial plans
Individual Financial Plan
Individual Financial Plans are a personalized roadmap, blending your financial aspirations with our professional acumen. The plan balances wealth creation, risk mitigation, and tax efficiency while adapting to life's shifts. Let our experienced advisors guide your financial journey to a secure future.
Household Financial Plan
Our Household Financial Plan harmonizes every family member's financial objectives into a strategic blueprint for shared growth. With an eye on the family's unique dynamics, the plan covers income sources, shared liabilities, and retirement goals. Trust our seasoned advisors to secure your family's financial health.
Corporate Financial Plan
Navigate your business to financial success with our Corporate Financial Plan. Our strategy integrates aspects such as capital structure, investment, risk management, and succession planning to maximize returns and ensure sustainable growth. CoPilot Financial Planning makes your business's financial future a crafted strategy, not a game of chance.
Fees are determined by complexity and is locked-in before any engagement starts
Your CoPilots
Simon Wong
MBA,CFP®,CLU®,CIM®,PFP®,FCSI®,FMA
Advanced Financial Planner,
Integrated Advisory
Simon@CoPilotPlanning.com
(403) 560-6980
Nick Giovannetti
CFP®,CLU®,CHS®,CCS
Advanced Financial Planner,
Integrated Advisory
Nick@CoPilotPlanning.com
(416) 803-2803
SET UP AN INTRODUCTION THROUGH YOUR ADVISOR
Office Hours
Monday to Friday
9:00 am to 6:00 pm
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©2023 CoPilot Financial Planning Inc.