Mountainview Planning is an advice-only, fee-for-service financial planning firm based in Vancouver, BC. We provide expert, unbiased guidance to help you navigate your financial life with confidence. We don't sell any products or receive any commissions, so our advice is always 100% focused on your best interests.
Advice-only planning is a simple, transparent model that removes this conflict of interest.
As an advice-only planner, my only product is my professional expertise. You pay a clear, flat fee directly for my time and the comprehensive financial plan we build together.
That's it. No commissions. No selling you products. No third-party kickbacks. No hidden fees.
As a fiduciary, I am legally and ethically bound to act in your best interest, 100% of the time. My success is tied directly to your success, not to what I can sell you.
When your planner isn't motivated by a commission, you get a fundamentally better experience and a more effective plan.
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Your plan is built for your goals, not to meet a sales target. Get honest recommendations on everything from your investments and insurance to your retirement and cash flow.
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No hidden fees, ever. You will always know exactly what you are paying for our services before any work begins. This is the clarity and peace of mind you deserve.
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Because we don't sell products, we can look at your entire financial picture holistically. We build a single, cohesive strategy that connects your cash flow, debt, investments, and long-term goals.
Our goal isn't just to give you a plan, but to empower you with the knowledge to make smart financial decisions for years to come. We cut through the jargon to give you clear, actionable answers.
It all starts with a simple, no-pressure conversation to see if we're a good fit. Schedule your complimentary introductory call today to learn more about the advice-only difference.
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