Frequently Asked Questions
- 01
We work with individuals, families, and business owners who are looking for long-term, strategic financial advice. Many of our clients are incorporated professionals, entrepreneurs, or those navigating complex financial situations.
- 02
A financial plan is a personalized roadmap that aligns your income, investments, taxes, insurance, and estate wishes to your goals. It helps you make informed decisions and stay on track—whether you're growing a business, raising a family, or planning for retirement.
- 03
We offer full-service financial planning, including investment management, tax planning, insurance strategies, retirement planning, business succession, estate planning, and charitable giving.
- 04
Power Wealth delivers independent, personalized advice without product sales pressure. Our team focuses on tax efficiency, holistic planning, and empowering clients through education—not commissions.
- 05
Not at all. We serve clients across Canada through virtual meetings. Our process is fully digital, secure, and designed to fit your schedule.
- 06
Yes, when appropriate—but only if it enhances your plan. We approach every recommendation through a planning-first lens. Our role is to advise, educate, and implement only what aligns with your goals.



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