We’re reinventing financial planning and wealth management*

* The current model is broken and dated.

We are taking financial planning to a new place!

Seventeen years ago, at Efficient Wealth Management, our thinking was off the page— put clients first and deliver professional-grade advice to regular families AND charge for the advice, not product placement.

Today every banker, broker and advisor claim to offer the same level of service, leaving clients wondering where to turn. In all this sameness, NextgenFP offers a new direction. Our thinking has led us to be a pioneer to a new world, a Portfolio Manager that DOES NOT manage investments. A registered Portfolio Manager, that focuses on providing clients fiduciary financial planning advice, with the ability to include investments in the discussion. A first in Canada!

Our efforts as life/financial planners AND qualified fiduciaries deliver a better view of the big picture and enable you to keep more of your wealth to provide a great life. Working with top industry professionals, including maybe your existing trusted advisors, we ensure objective independent thought on decisions that impact your wealth.

We've left the pack behind

Let’s keep this uncomplicated

We’ve built our firm to achieve three simple objectives, and they define how we work with every client, every day.
Learn What We Do
01

We want you to achieve your life’s dreams

To help you achieve your dreams, we offer fiduciary Advice-Only services.

For a FLAT FEE (no AUMs)
02

We do not want you to miss one night of sleep​

It is our job to remove your worries. Let us stay ever vigilant about your financial plan and savings, so you don’t have to.
03

We want you to be thrilled that we are with you​

Excellence in service at a value price with extra effort thrown in, is our formula.

We know what you’re looking for​

After decades of serving Canadian households, we’ve come to understand that although every household is different, they all want a financial planner or advisor that puts them first.
Learn About Our Method

Communication​

We collaborate with you. We want to hear your story. We put into every day English, the concepts and information you need.

Facilitation​

We gather together all loose ends, work with other advisors or professionals and consolidate and simplify your many statements.

Accountability​

We remove all conflicts of interest including the appearance of them. We provide transparency in fees and all we do.

Achieve your financial dreams

Get in touch or schedule a call to learn more about how we can work together.

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