Fee-Based Planning
At Model Town Planning, we commit to your financial success through our transparent, fee-based planning services. Our approach is built on integrity and tailored advice, ensuring that our interests are aligned with yours.
Individual Plan
A one-time plan that is customized to your situation and your priorities for you as an individual.
Household Plan
A one-time plan that is customized to your situation and your priorities for you as a family.
Corporate Planning
A tailored strategy designed to align with your company’s specific objectives and priorities.
What is included in most plans?
Retirement Projection & Goal Assessment
We offer a roadmap to your retirement with detailed projections and evaluations to test various scenarios.
CPP & OAS Guidance
Receive expert advice on Canada’s Pension Plan and Old Age Security to ensure you maximize your entitlements.
Tax Optimization Strategies
Employ techniques to significantly reduce your tax liabilities, keeping more of your money working for you.
Retirement Income Planning
Develop a customized income strategy for retirement that addresses all your financial needs and goals.
Insurance Review
Conduct a thorough assessment of your insurance coverages to protect your financial well-being and your family’s future.
Investment Commentary
Get a strategic analysis of your investment portfolio to better understand your financial position.
Estate Planning
Secure peace of mind with a comprehensive plan that includes estate planning, asset distribution, and final wishes.
Business Review
Assess and refine your business practices for maximum efficiency and market adaptability.
Corporate Structure
Streamline your organization’s structure for improved governance and operational effectiveness.
Succession Planning
Ensure a seamless leadership transition with our strategic succession planning services.