Services & Fees

To accommodate the needs of my clients, I provide 2 levels of financial planning:

THE COMPREHENSIVE PLAN
THE FINANCIAL CHECKUP

Both incorporate granular-level detail with big picture thinking.
See which one is right for you.

“In the practice of Financial Planning Daniel Stronach has few peers. Inquisitive by nature and accurate by training, he has the rare ability to make realistic projections of assets for a few years or a few decades.

In his decade of work for my columns in Family Finance, the Financial Post feature that runs across Canada in the Postmedia chain, and in a predecessor feature, Daniel has made fundamental innovations in planning. His spreadsheets, which extrapolate incomes, tax liabilities, pensions, and future net worth, have given insight into people’s financial lives decades into the future with credible detail. For personal planning and for small business planning, Daniel is certainly one of Canada’s best practitioners.”

Mr. Andrew Allentuck, Columnist The Financial Post Author of 'When Can I Retire? Planning Your Financial Life After Work' (Penguin Canada 2009)