Why Me

Accumulation = Performance | Retirement Income = Strategy

Financial Planning Fees

The fee to complete a financial plan is determined according to the complexity of your financial situation. In general, the more complex your situation and needs, the higher the cost. Any applicable fees will be negotiated and fully discussed prior to any planning sessions.
A comprehensive financial plan may include one or more of the following:
Professional review of your financial position, including portfolio review, assessment of insurance needs and estate planning strategies.

A written financial plan comprised of a review and analysis of your current financial situation, your financial goals and action steps.
Follow-up discussion and professional support.
Ongoing financial planning advice and support, including annual reviews as determined by you and agreed to by me. You can also contact me any time for financial advice and guidance. I do not charge hourly fees for this service

Address

1410 - 10405 Jasper Ave Edmonton, AB T5J 3N4

Phone

+(780) 991-8653

Email

anatole@familywealthadvisory.ca

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Investment Representative Anatole Nykolyshyn offers mutual funds through Quadrus Investment Services Ltd.

The information on this website is intended for residents of Alberta only.

The use of email is not a secure medium and confidential financial information should be transmitted by more secure means. Legal, copyright and trademark information.

L&R Family Wealth Advisory Inc. and Anatole Nykolyshyn are affiliated with Canada Life. Investment Representative Anatole Nykolyshyn offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.