Planning is a process, not a product.

I believe financial planning should be a collaborative process that goes beyond math and spreadsheets.

I created a process where you invest your time in yourself and where you are the hero of your journey.

Advisors can show you the way, but you have to walk it.

That is why DELTA FINANCIAL ANALYTICS allows you to take the first steps into your financial journey. If you can solve your financial questions alone -- WONDERFUL!

If you need help, you pay only for the time you need to have your questions answered and your journey mapped out.

Delta Financial Analytics is like Yoda to your Luke Skywalker.

Expert Review $400 2-hrs

Perfect for young Canadians looking to start their lives!

  • We check your financial blind spots using our ELEMENTS application (see image above).

  • You’ll receive a one-page report with recommendations.

  • You’ll be able to check-in via the application to see your progress.

Full financial analysis starts at $2000 for individuals or $3000 for couples.

Incorporated business owners start at $3000 for individvuals or $4000 for couples (Special price for dual business owners couples).

  • Full analysis:

    • Risks & liabilities,

    • Assets & net worth,

    • Tax planning,

    • Succession planning,

    • Investment recommendations,

    • Insurance needs analyses.