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MISSION
A PLAN FOR SUCCESS
Our Approach
Why advice from a CFP matters
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
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.
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.
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