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Virtually everyone in the financial industry sells financial products. We do not sell any financial products - ever. No mutual funds, insurance policies, consumer proposals, or complicated investment products. This means we bring the most objective advice to our clients across every financial category – from debt elimination and budgeting, to portfolio reviews and detailed retirement planning.
Research shows that trust is the #1 obstacle to Canadians seeking financial advice. The majority of financial professionals are compensated based on commissions and trailing fees from the financial products they sell. In addition to this potential for bias, most Canadians feel some level of intimidation and even embarrassment when discussing their finances. Is it any wonder that only half of all Canadians have a financial plan?
If you want to have confidence in the financial decisions that you are making, you may want to try something different – a flat-fee Certified Financial Planner® with a 98% client referral rating. We focus our time answering the questions that matter to you – with no judgements – so you can focus on the more important things in your life.
Niagara Region Money Coaches is different from just about any other financial company. We have no financial ties to any other organization. We won’t sell you any financial products – we’ll just offer you sound advice tailored to you and the stage you are at in managing your money.
Whatever stage you’re at in life, we can help.
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