The KAIZEN Financial Planning Process™


The Securing the Future Program™ is designed to help you take your successes to the next level. At this stage, you’re mortgage-free (or soon will be), your RRSPs are generally maximized and you are truly accumulating wealth. Your retirement goals are on track, as are your children’s (or grandchildren’s) education funds, and you want to keep your tax bill to a minimum. More sophisticated investment products can now be used to diversify risk, and tax strategies are employed to increase your after-tax returns.


This program is most appropriate for motivated individuals or families with excellent cash flow and between $250,000 and $1,000,000 liquid net worth (verification required).