Advice-ONLY financial PLANNING - nicholas hui, CFP

As an Advice-Only Financial Planner, I aim to organize and optimize your financial situation with comprehensive financial planning. I specialize in helping technical professionals, early career individuals, and young families.

objective, unbiased

There are only an estimated 300 Advice-Only Financial planners in Canada, compared to over 100,000 other financial advisors - the majority working for financial institutions that sell commissioned products.  Even the best of these will be confined to their company's objectives.

As an Advice-Only Planner, I do not sell investment, insurance, or financial products, take any referral fees, or intake your money to invest; That means my advice is tailored to your needs, your situation, and your best interests.

holistic perspective

Your finances affect all areas of your life. I build customized financial plans to include budgeting, investments, retirement planning, insurance and estate planning. I will guide you through a customized financial planning process.

With each comprehensive financial plan, I include 3 months of money coaching and give clients access to their own financial planning cloud based software, which enables us to build different life scenarios together - such as purchasing a home, helping pay for a child’s education, or retiring early (FIRE).