Frequently Asked Questions

Our mission at MW Financial Planning is to provide high-quality financial planning and advice to our clients, regardless of their income level. There should be no barriers to quality financial advice and security.

 A financial planner helps you plan for your financial future. Whether it's saving for retirement, managing investments, or planning for big life changes (like buying a home or sending kids to college), we provide expert advice to help you make informed financial decisions. 

There is no direct charge to you for our services. Advice should not have a price tag attached to it.

The technical answer to that is commission - but not from you directly. If you choose to go with a product or service we recommend through a partner, we are paid by the provider. But that doesn't mean you have any obligation to use a service we suggest - your goals are our number one priority, and that doesn't always mean going with one of our partners. 

 Managing your finances on your own can be overwhelming. A financial planner brings professional expertise to help you navigate taxes, investments, and retirement planning, saving you time and stress. Plus, we keep you on track to meet your long-term goals. 

 Absolutely not! The earlier you start, the better. It doesn’t matter if you’re just starting your career or preparing for retirement—it's always a good time to get advice that aligns with your goals. 

 If you already have a financial advisor you know, like, and trust - great! That puts you miles ahead of most Canadians. Keep in mind that when you have an advisor that is tied to a single financial institution, they are recommending the products and services of that institution - and only that institution. Ever try to get some advice and get offered a credit card you didn’t want or need? At MW Financial Planning, we are focused on one thing and one thing only - your goals. Feel free to stop on by for a no cost, no obligation, no hard-sell second opinion. 

Getting started is easy! Just reach out for a free consultation. We’ll discuss your needs, goals, and how we can help you create a financial plan tailored to your life.