Book a No-Strings Interview

This is a sales-free service. We provide unbiased financial planning services and are not sponsored to sell any products or limited by any jurisdiction. Our team is heavily educated and constantly researching to offer KFLA financial advice. We adhere to FP Canada’s ethical principles and are not afraid to tell you the truth. Our recommendations may evolve over time, and we welcome a no-strings interview to discuss your needs.

Your money will not be directly in our hands, and we cannot execute trades on your behalf. We will suggest three separate options when recommending any professionals, products, or services related to financial planning services. All final product or strategic decisions, including those influenced by KFLA financial advice, remain your responsibility. Additionally, we offer a no-strings interview to discuss your needs further.

Your CFP is not limited by non-compete contracts or corporate relationships. No contract extends past twelve months, allowing you the flexibility to explore financial planning services. We reserve both your and our rights to sever the contract at any time on a pro-rated basis. Occasionally, brokers pay referral fees; these amounts will be donated to your charity of choice. This is part of our commitment to providing KFLA financial advice and ensuring a no-strings interview process.