Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development

 

 

 

Change the way you relate to your money

 

 

 

 

Step 1

 

Book a Meeting

 

 

 

 

Step 2

 

Start Planning

 

 

 

 

Step 3

 

Get Solutions

 

 

 

 

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Reduce Uncertainty, Understand Options, Choose Solutions

 

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Family Separation Planning

Get advice on the what, how and what next when your relationship changes.  Clarify what you own, what you owe, your options for division and how those options will affect each of you.  Then take a look at what comes next based on the choices you have.

 

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Life Change Planning

Sudden change comes with uncertainty.  Even good news change like a financial gift.  If you're experiencing a change like career transition, job loss, change in health or inheritance/ significant financial gift- get advice so you understand your current situation and the options available.

 

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Personal Planning

Ready to stop asking yourself the same questions over and over?  Want to understand your current situation and how to make changes that last?  You need a plan.

 

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Business Planning

Businesses reflect not only the owner’s dreams and plans.  They also take on a life of their own, as economies, employees and technologies change.  Get a plan that looks at where you are, where you want to be, and how you're going to get there.  If you have business partners, get advice on aligning your collective goals with the business as it is today and how you want it to be.

 

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Latest Blog Posts

Planning for Aging
2021.05.09 - by: Sara McCullough
We're all getting older.  Lots of changes go along with that.  Listen to Episode 7 of Sara makes Sense: Decade of Healthy Aging (link to episode on the home page) for my discussion with Margot McWhirter on how to navigate changes in our physical and mental capacity and connect better to our physical environment.   From a financial planning perspective, I work with clients on planning for and managing these changes in a number of ways.   The first discussion is oft... Read more >>
When to take Canada Pension Plan (CPP) payments
2021.04.25 - by: Sara McCullough
Canada Pension Plan payments are a regular topic of conversation in my office.  Not a surprising topic for a financial planner.  What is surprising is the variety of recommendations, outcomes and other conversations that happen after the initial CPP topic is raised.   Canada Pension Plan (CPP) is a government-managed pension that is payble to those who have contributed.  Contributions happen through employment in Canada- you contribute as an employee (check your pa... Read more >>