Why A La
Carte Financial?
Honesty, Integrity, Adaptable, Affordable, Unbiased, Commission-Free.
Wouldn’t it be great if you could work with someone who sits on your side of the table and wants what you want; freedom from the stress and worry of money by tackling it in bite sized pieces.
Our comprehensive financial planning services are perfect for those looking for clarity, organization, and education in their financial life. Your plan will help you identify your values, get clear on your goals, build a framework for success, and ensure that you have an accountability partner to keep you on track to a meaningful financial future.
We chat about and provide tips on cash flow, spending, debt management, retirement,
estate planning, goal savings, insurance planning and so much more.
WHAT PEOPLE SAY
“Sunny’s financial consultation was a game changer! I had never planned beyond 2 to 3 years. Sunny was very detailed and considered all possible angles. Her advice will serve me and my family in very important ways. In addition, Sunny is empathetic, kind, non judgemental and incredibly committed! I would recommend her in a heart beat!"
— Dr. Dina Brooks,
Vice-Dean Faculty of Health Sciences,
McMaster University