Oakville Financial Planning Project Consulting (OFP2C)

Dream big, start small.

We provide consulting for financial planning strategies and solutions needs, and offer managed project service to achieve client goals.

Our Services

 
Day to day financial management

Provide consulting for daily personal cash flow and spending management.

Retirement planning & consulting

Develop a solid and achievable retirement plan by leveraging registered/non registered retirement plans, and government government benefit plans.

Financial plan managed project service

Use project management techniques to break down goals into individual short and long term milestones and deliverable. Managing to win!

 

Ready to find out more?

Would like to know more how to start planning your day to day financial? Or wonder how the retirement needs could be met based on current assets? Reach out to us and let's talk.

Contact Us

Oakville, Ontario, Canada

Tel. 289-813-5018

© 2020 by OFP2C.