Consistent, Reliable, Boring The Way Personal Finance Should Be.

Financial Planner Saskatoon

Making Data-Driven Decisions. No guessing. No gut feelings. No BS.

My name is Tré – I’m a Financial Planner who takes a scientific approach to wealth management.

Why does that matter?

Because you only live once. There is no undo button, one life, one retirement (hopefully). Don’t waste it relying on opinions. Follow the facts. Demand to see the evidence.

Make informed, high-quality decisions to give yourself the life you desire.

 

The Scientific, Data-Based Approach to Wealth Management and Financial Planning

Making Data-Driven Decisions. No guessing. No gut feelings. No BS.

Are you afraid of making poor decisions with your money? Worried about poor investment choices, not having enough for retirement, or paying more tax than necessary?

Your financial decisions shape your future, for better or worse. Financial planning is the key to making high-quality decisions that lead to a successful and secure financial future.

Helping You Keep a Long-Term View to Achieve Goals

Taking a long-term view is crucial for reaching your financial goals. I will help you make a plan that covers your needs now and prepares you for the future, creating a framework that makes everyday decisions easy.

Offering Professional Expertise for Informed Decisions

Managing money can be confusing. Relying on evidence makes decision-making easier. It helps you make high-quality decisions regarding your investments, taxes, debt, retirement, etc, which can help you feel confident about your financial choices.

Keeping You Organized and Maintaining a Disciplined Approach

Staying organized and disciplined is critical to success. I will help you stay disciplined and stick to your plan. My approach keeps you on track and focused on your goals.

Simply put – I help you make good choices with your money. Wealth management is about aligning your finances with your goals and values. You hire me because you want to set yourself up for success so you can focus on family, running your business, enjoying retirement, or leaving a legacy.

 

Corporation Owners

Specialized financial planning services tailored for corporation owners, designed to optimize personal and business financial health for sustainable growth and efficiency.

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Speaking Engagements

Engaging and informative financial presentations delivered at your business or event, covering various topics to empower your team with the knowledge to make informed financial decisions.

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Do It With Me

I prioritize evidence-based strategies. We create a transparent, personalized financial plan for you, ensuring you feel comfortable and informed at every step.

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Pro Bono Work

Committed to making financial advice accessible to all, I offer pro bono services to individuals in need, drawing from personal experience to provide support and guidance to those without the means to obtain it otherwise.

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Hourly Advice

Flexible, hourly financial consulting services offering expert advice on specific projects or decisions, perfect for those seeking guidance without long-term commitment.

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