Skip Navigation

Contact Us

Alexa Colenbrander
Jeff Wilson
Hania Amad

Tel: 416-359-5440

1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Financial Planning

Achieving your financial goals takes careful planning. The process requires you to clarify your long term objectives and set financial priorities. You need to know where you are today have an idea of where you want to be at retirement and beyond.

The Colenbrander Wealth Advisory Group can help. We use a state-of-the-art financial planning program to present your whole financial plan in understandable terms. Whether your personal situation is simple or more complex, we can model out the scenarios you'd like to see, and show how even small changes to your savings or investment patterns can have a meaningful effect on your financial outcome. We can prepare alternate scenarios for side by side comparison.
A Financial Plan prepared by the Colenbrander Wealth Advisory Group includes the
integrated analysis of all aspects of your financial picture-- investments, insurance coverage, taxes, education savings, estate planning, and more.

With defined objectives, a realistic and understandable view of your current financial position, and a fully illustrated plan of how to meet your retirement needs, our team gives you the peace of mind that comes with knowing your strategy is in place.

We start each financial plan with the following questionnaire: click here