Most consultations tell you what you already know. Ours starts with a financial snapshot built around your income, age, goals, and gaps — so every minute is specific to you.
Takes 3 minutes. Zero obligation. We'll do the rest before we meet.
Check your inbox — a confirmation email with Zoom link and pre-session prep guide is on its way. We'll review your snapshot before we meet.
Every session follows the same 4-part structure. You'll leave with a clear picture of exactly where you stand — and what to do next.
We walk through your pre-session intake form together — income, accounts, coverage, and goals — to build a single picture of where you actually stand right now.
📊 Custom snapshot built before we meetWe identify your 3 highest-priority gaps — the places where money is leaking, underperforming, or unprotected. Every finding is quantified: not "you should save more" — but "$8,400 more per year, here's exactly how."
💡 Average gap found: $14,200/yearFor each gap, we walk through the specific move that closes it — RRSP timing, ETF switch, term insurance cost, TFSA sequencing. You'll understand not just what to do, but why it works for your situation.
🎯 Specific to your income, province & stageWe give you a prioritized action list — with or without us. If we're a fit for deeper engagement, we'll explain how. If not, you leave with everything you need to move forward independently.
✓ Zero obligation to continueNo catch. WealthFusions operates on a zero-commission model — we're compensated only if you engage us for ongoing advisory services, and only if that's right for you. The strategy session is genuinely free because we believe the best way to earn your trust is to demonstrate value first. Over 97% of clients who book a session say it was the most useful financial conversation they've had in years.
Once you book, you'll receive a short 5-minute pre-session questionnaire by email. It asks about your accounts, approximate balances (ranges are fine), current insurance, and income. The more context you provide, the more specific and valuable your snapshot will be — but rough estimates work perfectly well. You do not need to bring any documents to the session itself.
All WealthFusions strategy sessions are conducted by CFP-certified advisors with a minimum of 8 years of financial planning experience. You will not speak with a junior associate or a sales representative. We match you with an advisor who has specific expertise in your life stage and income bracket, ensuring the session is as relevant as possible.
Yes. WealthFusions serves clients across Canada and the United States. For US clients, our focus areas include IRA/401(k) optimization, term life insurance structuring, taxable account efficiency, and retirement income planning under US federal and state tax rules. Our advisors are familiar with cross-border planning for Canadians living in the US as well.
You'll receive a written summary of your session within 24 hours — including your financial snapshot, the gaps identified, the strategies discussed, and your prioritized action list. If you'd like to continue working with WealthFusions, we'll outline an engagement option tailored to your situation. There's no pressure, no follow-up sales calls, and no obligation whatsoever. Many clients take the action list and implement it independently — and we fully support that.
Absolutely — and we get this question often. Most clients who already have an advisor book a session because they want a second opinion, especially around tax strategy or insurance. Our zero-commission structure means we have no incentive to recommend products, which gives you an unbiased perspective on whether what you're currently doing is optimal. Many clients come in skeptical and leave with a list of questions to bring back to their current advisor.
Our free calculators let you see your tax gap, insurance needs, and retirement runway before you ever speak to anyone.