Tell me about your situation

The form has only five questions. I read every request myself and reply within two business days with the service that seems right for you, its price and a few possible times. Nothing is booked or charged until you have agreed.

1.What can I help you with?

Launch prices for bookings made before June 30, 2027.

Financial planfrom CAD 2,250Portfolio reviewCAD 900Savings plan (budget + RRSP, TFSA, FHSA, RESP)CAD 500Protection check-up (insurance needs + estate)CAD 500Second opinion on a proposalCAD 400Cross-border check-up (moving to Canada)CAD 1,150Before you move: pre-arrival plan (still in Europe)CAD 1,150 · €720Cross-border check-up + portfolio reviewCAD 1,800Retire-to-Europe planCAD 1,550A talk for an association or employerfrom CAD 450I'm not sure yet: help me choose

2.Where do you live today?

In CanadaIn EuropeElsewhere

3.When would you like to start?

As soon as possibleIn the next 3 monthsJust exploring

4.Your situation, in a few lines

For example: your family, what you own and in which countries, and the question that's on your mind. Please don't include account numbers or statements here; we'll exchange those securely later.

5.How can I reach you?

Name Email

Language for our sessions

FrançaisEnglish

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Prefer email? contact@filiawealth.ca

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Filia Wealth · Vancouver, British Columbia · contact@filiawealth.ca · LinkedIn

Filia Wealth provides advice-only financial planning and education. We do not sell financial products, receive commissions, or recommend specific securities. Tax returns, cross-border tax questions, wills and estate documents, immigration and legal documents are handled by your accountant, lawyer or notary; we work alongside them.