Helping Canadians navigate a brave new world.
How it works
STEP 1 — Initial 20-Min Chat
- A quick 20-min call to connect and feel things out
- Just pick a time here
STEP 2 — Financial Review ($500)
- I'll set up a Google Sheet to collect information, share our notes, and collaborate
- We'll have a live 90-minute planning session to discuss your issues and opportunities, and create detailed “to do” list to optimize your situation
- I will share a summary memo after our call
STEP 3 — Check-Up Calls ($150)
- 60-minute calls for ongoing ad hoc financial guidance
Why pay for financial advice?
Often, advisor fees are embedded in investment products and most people don’t realize they are paying thousands of dollars each year. Compounded over your investing future, these fees can significantly reduce your net worth by tens or even hundreds of thousands of dollars. I am a fee-only advice-only planner - this means I charge an upfront flat fee for advice, and help minimize the unnecessary fees you're paying for financial products.
What is a fiduciary?
The fiduciary standard legally binds financial advisors to act in the best interests of their clients. Financial advisors with the CFP designation, like myself, are subject to this fiduciary duty.
What are your qualifications?
I have the Certified Financial Planner (CFP®) designation and the Chartered Investment Manager (CIM®) designation. I also have 7 years of experience in the world of finance, including in investment banking, impact investing, in the digital asset industry, and finally, in personal finance. Connect with me on Linkedin.
What is expected of clients?
Clients have an important role to play in the success of the engagement by providing complete and accurate information regarding their personal and financial situation.
All information, analyses, and conclusions will be kept strictly confidential. It will not be shared without your consent, unless required by provincial or federal law (i.e., if the feds are after you).
Is there a refund policy?
If you’re not happy, I’ll issue you a 100% full refund.
Love from clients
Maggie Cho, Senior Recruiter @ Nvidia
So grateful that he gave me sanity!
Sahan De Almeida, Software Engineer @ Amazon
He is super knowledgeable. During our discussions, he tells me things I didn't even know I needed to look for.
Kyle Lubieniecki, Senior Product Manager @ Coursera
Ali provided immediate impact by taking time to understand my unique financial scenario and propose alternatives through a personal and customized approach. He's also built helpful tools that will serve me well in the future. Ali has a strong passion for personal finance and helping people - a great combination that's sure to deliver value in the short and long term.
Lisa Huang, Product Marketing Manager @ Fiix
Ali's patience, professionalism, expert advice, and detailed explanations of the market were exactly what I have been looking for in a financial adviser all this time. Ali took the time to fully understand my personal and financial goals to put together a package that I am confident about.
Rob Keuleman, Product Manager @ Book4Time
Ali has had an immediate impact on my finances by helping me reduce fees and take direct control of where and how I invest my money. It's exciting!