Bespoke Financial Consulting Inc.
Bespoke Financial Consulting is a fee-only, advice-only financial planning firm in Toronto. We sell financial planning advice only. We do not sell or manage investments, or any other financial products. As a result, we do not receive commissions or compensation of any kind. Nor do we receive fees from referrals we may make to other professionals. This means you receive independent and objective financial advice, – free from any potential conflicts of interest. We review your financial situation and offer comprehensive planning advice tailored to your personal financial goals and objectives. Our advice is provided on an hourly or retainer basis. Our fee is transparent and agreed upon in writing at the beginning of our engagement.
Bespoke Financial Consulting Inc. is a fee only, advice only financial planning firm offering high quality financial planning services to its corporate and individual clients. We are committed to providing objective, comprehensive advice and to furthering the financial knowledge and well-being of Canadians. At Bespoke we recognize that many Canadians want, and need, truly independent financial advice. While there are many financial planners in the marketplace, comparatively few offer the fee-only, advice-only financial planning services offered by Bespoke Financial. Bespoke Financial is owned and operated by highly accredited financial planning professionals with extensive experience preparing comprehensive financial plans. Our team’s accreditation represents the highest level of competency and professionalism in the field of financial planning in Canada. We begin each relationship by gaining an understanding of what’s important to you. We thoroughly review and analyze all aspects of your financial situation and prepare an individualized financial plan to help you achieve financial security in the long term. Your financial plan will be presented in a way that is easy for you to understand. At Bespoke Financial we offer two types of financial planning services: Financial Counselling and Financial Planning. Our Financial Counselling Services typically involve one meeting to review and discuss a specific life event or transition and answer your financial questions. Or perhaps you are simply looking for a second opinion about a financial issue. Our primary goal at these meetings is to identify and discuss your options with you and provide the financial education necessary to help you make informed financial decisions. Our Financial Planning Services typically include two meetings. At the first meeting we review your personal and financial goals and objectives along with the relevant financial information. We then analyze your current financial situation to identify planning opportunities. At the second meeting we present and discuss your written financial plan with you and provide our recommendations. Your financial plan will provide you with clear, actionable next steps to realize your goals. Where the implementation requires specialized expertise, we are happy to work with your existing advisors (accountant, lawyer, etc). Or, you can access our extensive network of professional advisors. It is important that all your professional advisors work in unison so that the pieces of your financial plan fit together properly. Financial planning is an ongoing process; life happens, markets fluctuate, interest rates and tax legislation changes. For these reasons, we recommend you update your plan on a regular basis to ensure you stay on track to achieving your goals.
Address: First Canadian Place, 100 King Street West, Suite 5600, Toronto, Ontario, M5X 1C9 Canada
Phone: +1 416 875 9113
FAX:
