Financial Plan

MISSION

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A PLAN FOR SUCCESS

 

Why advice from a CFP matters

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CFP professionals spend twice as much time working directly with clients compared to other advisors

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Canadians who work with a CFP professional are more likely to consider themselves very successful at sticking to their financial strategies

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Canadians who work with CFP professionals feel very knowledgeable about financial matters

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At Salus Wealth we help Canadians receive trusted financial advice and solutions. Learn more about our approach by taking an appointment. 

Our approach

An introduction

A meet and greet with a financial planner to get to know you and to understand your goals.

Value proposition

Presentation of current financial plan, our proposed strategies, and an investment analysis.

Action plan

Implementation of strategies and recommendations.