VOTE RYAN WILLIAMS

How We Work

You are unique and so are your financial needs. We start by getting to know you and recommending a service plan that will best help you achieve your financial goals.

Customized Plans to Suit Your Needs

We offer a free, no obligation initial consultation to get to know you and discuss how we can best work together. Your Tipper Financial Planner will recommend services to help you take the next step towards financial well-being.

We offer four different fee models

  1. Flat Fee: Cost is based on the number of modular plans, or if a full financial plan is selected.*
  2. Subscription Fee: Cost is based on number of modular plans, with subsequent reviews included and priced on the basis of one annual review. *
  3. Product-Based: All service planning fees waived (please see product disclosure for further details).
  4. Asset-Based: All service planning fees waived. Please contact us for our current fee guide.

* The full terms of our service planning fees (options 1 and 2 noted above) will be based on our Consulting & Financial Planning Fee Schedule (CFPFS) as well as our General Engagement Agreement (GEA), which will be provided once we have assessed how you would like to work together.  If there are any discrepancies between the information on our website and our CFPFS and GEA, the terms of our CSPFS and GEA shall prevail.

** We reserve the right to change our service planning fee rates at any time, based on applicable industry guidelines, market rates, as well as any other factors deemed pertinent to establishing appropriate fee rates.  For any existing clients who have opted for our Subscription Fee model, you will receive at least 30 days advance-notice of a change in our fee rates.  For our Asset-Based Fee model, fees are based on a percentage of your assets under management and subject to minimum and maximum percentages as dictated by the respective financial institutions, intermediaries, and regulators.  To obtain further information on this option, please contact us.

Let’s get to know each other!

Use the form below to schedule a no-obligation conversation with a Financial Planner.

Your First Step to Financial Well-Being.

Schedule a brief conversation with us. We will discuss your financial situation and provide a no-obligation recommendation on how we can work together to meet your financial goals.

613 . 771 . 1119

Tipper Financial

Why Choose a Certified Financial Planner?®

A Certified Financial Planner® (CFP)® certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the FP Canada. Only those individuals who have met rigorous education, examination, experience, and ethical requirements earn the right to call themselves CFPs®. Canadians seeking competent and ethical financial planning services should look for the CFP® mark.

For further information about the CFP® designation and/or FP Canada, please Click Here.

Schedule a Conversation.

Tipper Financial

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All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. To obtain a prospectus or fund facts, or further information, please contact your Representative.

All non-mutual funds related business conducted by your Representative is not in the capacity of an employee or agent of Monarch Wealth Corporation and is not the responsibility of Monarch Wealth Corporation. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.