Nextgen Financial Planning Inc. is a registered Portfolio Manager in the Province of Ontario, opting to do business as an Advice Only Fiduciary Financial Planning firm with security advice capability. We are dedicated to objectively helping clients on the important decisions necessary to manage their wealth.
We are the first company in Canada to provide financial planning from a fiduciary structure as a Portfolio Manager. Portfolio Managers have been around for a long time providing investment services to high-net-worth clients. Financial Planning is not their forte, investment management is. We believe all Canadians should have access to the best in the business for planning, taxation, and security advice. WE DO NOT MANAGE ASSETS; we advise you about them. The truth is that with good financial planning, investing is much easier and secondary in importance for most families. We like to leave the easy part to robo-advisors or asset managers, preferring to concentrate on how to get them to help for less cost to you. If you are willing to implement trades in your discount brokerage accounts, we can advise on it too. With more choices today for the location of your assets to be managed, we are consolidating our efforts on ADVICE ONLY, for both financial planning and securities, in a one-of-a-kind Portfolio Manager firm, Nextgen Financial Planning Inc.
As part of your financial planning, we will also:
• Review your current tax status, necessary legal documents, and current asset positions.
• Evaluate your insurance coverage
• Provide an outline of the strategies you should implement, in the manner in which you should deploy them, and their expected result
• Represent you with tax authorities
• Consult with or attend with you at your lawyers
• Communicate with your investment company
• Arrange for outside professionals when we encounter an unusual need we are not skilled at
If you are a CFP professional or a CPA, plug your business into our fiduciary CFP/CPA empoweri
Company Details
- Employees
- 1
- Address
- Of Your Assets To Be Managed
- Industry
- Financial Services
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Nextgen Financial Planning Inc. Questions
Nextgen Financial Planning Inc.'s website is https://nextgenfinancialplanning.ca/
Nextgen Financial Planning Inc.'s LinkedIn profile is https://www.linkedin.com/company/nextgenfp
Nextgen Financial Planning Inc. has
1 employees.
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employees at Nextgen Financial Planning Inc..
Nextgen Financial Planning Inc.'s industry is
Financial Services
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Nextgen Financial Planning Inc.'s categories are Financial Services
