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Frequently asked questions - Everything Financial

Frequently asked questions

We take pride in being able to work with clients of all ages and stages. No one’s financial situation is too simple nor too complex and we believe everyone deserves financial plan. Our mission is to offer intelligent guidance, responsive support, and the tools to get you where you want to go.  

No, we don’t turn anyone away. Everything Financial meets you exactly where you are in your wealth-building journey. There is no “right stage,” right amount,” or “right time”. In our opinion, the best time to start is now.  

Our portfolio managers charge a management fee of 1.5-2.25%, from which Everything Financial gets up to a 1% service fee (which reduces as your wealth grows), and they also earn a small commission from mortgage and insurance products. Our rates are among the lowest in the industry and could save you hundreds of thousands over the course of a lifetime. And since Everything Financial receives the same rate from each provider we work with, we’re not biased toward any one provider, ensuring we truly pick the best solution for the client’s needs. Learn more on our Fees page and feel free to contact us any time for additional information.

No. Unlike lawyers and accountants, our wealth management advising and financial planning services are complimentary. A CFO in your back pocket, our role is to offer intelligent guidance, responsive support, and the tools to get you where you want to go. We make our income from a small portion of portfolio management fees and commissions on mortgages and insurance, learn more on our Fees page.   

Absolutely not. Regardless of where your at on your financial journey, the best time to plan is now.  

You bet. Everything Financial doesn’t manage or hold your investments. One of our trusted wealth management partners will diligently manage your portfolio (so we can focus on managing your Omni Formual plan), and your investments will be held with a financial custodian (the Laurentian Bank of Canada for most of our clients). Learn more on the Investment Management page.   

Yes. A small portion of our clients are in the U.S. and we would love to hear from you.  

Have more questions?

We’d be happy to help.

get in touch