Niagara Region Money Coaches was created to help individuals, couples and families gain control over their personal finances by offering the services of a flat-fee Certified Financial Planner® professional. Centered in Niagara Region, clients across Canada are able to benefit from the full range of services via in-person meetings or via remote means (Skype, GoToMeeting, Zoom and phone).
Niagara Region Money Coaches is different from just about any other financial company. We have no financial ties to any other organization. Our client referral rating is 98%. We won’t sell you any financial products at all – we’ll just offer you sound advice suited to you and the stage you are at in managing your money. For a simple flat fee, your Money Coach will guide you through the best choices you can make with your hard-earned money.
You need to hold the power to make your own financial decisions. With Niagara Region Money Coaches, you will have the opportunity to learn how to manage household finances, debt, investing, insurance and estate planning – in language you will understand. Getting your personal finances on track is an important journey, and one that calls for personalized and unbiased advice. With Niagara Region Money Coaches, you will feel excited about moving into the future, knowing it’s possible to reach your professional and personal goals without money worries holding you back.
Our company mission is to provide qualified financial support to as many clients as possible through reasonably priced flat-fee Financial Planning and Money Coaching. The vast majority of financial planners in Canada charge based on assets invested, or based on commissions from selling investments or insurance policies. We have removed the bias that can be inherent in a product-based fee schedule.
We hold firm to a lower-cost model than the majority of flat-fee financial planners in the country, and we offer an easy 3-month payment plan. A customized all-in quote is provided during the free consultation.
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