A PLAN FOR SUCCESS
Why advice from a CFP matters
CFP professionals spend twice as much time working directly with clients compared to other advisors
Canadians who work with a CFP professional are more likely to consider themselves very successful at sticking to their financial strategies
Canadians who work with CFP professionals feel very knowledgeable about financial matters
At Salus Wealth we help Canadians receive trusted financial advice and solutions. Learn more about our approach by taking an appointment.
A meet and greet with a financial planner to get to know you and to understand your goals.
Presentation of current financial plan, our proposed strategies, and an investment analysis.
Implementation of strategies and recommendations.