Financial Planning for the Modern Investor
FPconnect Inc. brings a fresh approach to financial planning. Our CFP-certified financial planners work with clients from coast to coast to coast, helping them move towards their financial dreams and goals via our unique web-based approach.
Web-based Financial Planning
Web video-based meetings make meeting with your financial planner simple and convenient.
CFP-certified professionals are waiting to help you with your financial plan, regardless of where you are in Canada.
A New Company with a fresh outlook
We may have launched our firm in 2018, however we bring years of experience and fresh options to our clients.
FP Connect inc
Our 3 Core Values:
Honest Communication, Always.
Commitment to our clients and their experience.
Financial Planning Services
Curious what a financial plan entails? Here’s a description of some of the services we offer.
Figure out which investment strategy is best for you given your risk tolerance and investment objectives.
Work with us to develop a plan for your childrens’ future education costs.
Money regularly going in or out of your accounts? We’ll help you measure impact and plan how much.
Major Purchase Planning
Buying something special or out of the ordinary? Create a strategy to get it when and how you want.
Figure out how to get to the point where work is an option, not a necessity, because your investments now pay you instead.
Cash flow and Budgeting
Not sure where all your extra cash is at the end of the month? A solid budget will help you get back on track in no time.
Debt Elimination Strategies
Find out how to pay off your debt effectively whether they be consumer debt, student debt, credit cards, etc.
Tax Mitigation Analysis
Structure your savings and investments in the most tax-efficient way possible.
Partner | B.Comm, CFP®
Founder | Financial Planner | B.Comm, CFP®
Kris specializes in helping clients take their jumbled financial situations and making them make sense. Prior to launching FPconnect, he worked in several financial advisory roles in the traditional financial services sector.