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 three 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).

* Full terms of our fees will be based on our General Engagement Agreement (GEA), which will be provided at the time of our second meeting (as the initial meeting is free).  If there are any discrepancies between the information on our website and our GEA, the terms of our GEA shall prevail.

We reserve the right to change our 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.

Let’s get to know each other!

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