Financial Planning

Being a CERTIFIED FINANCIAL PLANNER® Professional, Jason strives to understand every aspect of his clients' financial picture.  This allows him to not only create a proper financial plan for each client, but also help to educate his clients on how each piece of that plan fits into the overall picture.  This serves as the blueprint for the clients' wealth management going forward.

6 Step Financial Planning Process

As a CERTIFIED FINANCIAL PLANNER® Professional who is certified through FP CanadaTM, Jason adheres to the 6 step process as shown when guiding clients through the financial planning process.

A CERTIFIED FINANCIAL PLANNER® Professional must also complete a minimum of 25 hours of Continuing Education each year.  This education consists of different categories such as Product Knowledge, Professional Responsibility, and other categories to ensure the Professional meets strict standards to operate under FP CanadaTM.

CLICK HERE for more information on the 6 Step Financial Planning Process.

CLICK HERE for more information on FP CanadaTM.

Financial Planning From DTR FINANCIAL

Do I need a Financial Plan?

Ever ask yourself:

  • How long will my money last?
  • How much can I spend?
  • When should I take my government benefits like CPP and OAS?
  • Which of my assets should I spend first?
  • Am I saving enough money?
  • How much can I pass on to beneficiaries if I pass away?


What do I get?

  • Financial Management - Understand your cash flow and net worth.
  • Investment Planning - Establish how you should invest your money.
  • Risk Management - Determine if you are adequately insured.
  • Tax Planning - Get an assessment of tax strategies.
  • Retirement Planning - Validate that you are on track to meet your retirement needs.
  • Estate Planning - Ensure the appropriate plans and documentation are in place.