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.
Let’s keep this uncomplicated
We know what you’re looking for
Achieve your financial dreams
Get in touch or schedule a call to learn more about how we can work together.