We’re more than investments

At Feher Financial, we believe true financial planning integrates every aspect of your financial life. Our comprehensive approach means we look at the big picture, identify opportunities others might miss, and create strategies that work together to help you achieve your goals.

This isn't cookie-cutter planning – it's a customized roadmap designed specifically for your situation. From retirement planning to business succession, our approach ensures you get the best solutions without product limitations or corporate agendas.

Serving the needs of individuals, families and business owners

Whether you're planning for personal financial goals or managing the complexities of business ownership, we provide tailored strategies that address your unique circumstances. Our clients include families and individuals looking to purchase their first home, save for their children’s education, plan for retirement, or those seeking overall wealth management solutions.

We also work with entrepreneurs who are looking to build and protect their businesses. We understand personal and business finances are often interconnected, especially for business owners. That's why we take a holistic approach that considers all aspects of your financial life to create integrated strategies that work together toward your goals.

Comprehensive financial planning and wealth management

  • Retirement planning: From RRSPs and RRIFs to pension optimization and tax-efficient withdrawal strategies, we help you build and preserve wealth for the retirement you envision.
  • First-time homeownership: We’ll help you buy your first home with confidence. Through First Home Savings Accounts (FHSAs), mortgage preparation, insurance protection, and debt management guidance, we turn your home ownership goals into reality.
  • Estate planning: Protect your legacy with comprehensive strategies that minimize taxes, ensure your wishes are carried out, and provide financial security for your loved ones.
  • Pension integration and optimization: Maximize your workplace pension and achieve your retirement goals. By reviewing your pension benefits and creating complementary investment plans, we ensure your retirement income works as hard as you do.
  • Insurance solutions: Life, disability, and critical illness insurance tailored to protect what matters most, whether that's your family's financial security or your business continuity.
  • Tax-efficient strategies: Maximize your wealth through strategic use of tax-advantaged accounts and planning techniques that help you keep more of what you earn.
  • Business financial planning: Comprehensive strategies for business owners, including succession planning, group benefits, corporate insurance, and tax-efficient compensation structures.

How we work with you

1) Discovery & understanding

This is the first step of establishing a fruitful partnership! In this phase we will begin identifying your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership will help you achieve what matters most to you. Working together requires honesty, trust and transparency on both sides. This is where we’ll see if we’re the right fit for each other.

2) Analysis & opportunities

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3) Recommendations & implementation

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy-to-follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.

4) Ongoing partnership

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Ready to take the first step?

Financial planning is a journey, and it starts with a conversation.

Contact us