Make confident decisions with your money

Get a customized, Advice Only / Fee-For Service financial plan. Serving hard working Canadians virtually everywhere.

Gain clarity and save time

No Sales of Financial Products

I only receive compensation from you directly with transparent fees. Get practical advice and coaching that places your best interests first.

Independent Look at Your Situation

After listening to your concerns, I'll analyze your financial documents and provide you with a clear picture of your current situation without any judgement.

Clear Action Steps

After 90 days, you'll receive action steps to simplify your financial life and give you peace of mind. Sign up for ongoing support or just come back when things change.

Life doesn't follow a linear A to Z linear path. Stuff happens along the way. I'm here to guide you through it with financial advice tailored to your situation.

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Who I work with

Small Business Owners

Salary vs. dividends? Should you invest in your HoldCo? Retirement options for those without pensions. Succession planning.

RCMP and CAF members

As an ex-RCMP member, I understand the unique needs of our service members such as physical relocations, Veterans Affairs, and retirement planning.

Confident man, hands on hips, stands in front of a crossroad with road split in three diff

Government Workers

Territorial, provincial and federal employees. Help with pension decisions. Should you invest in a RRSP when you have a defined pension? What to do with your severance pay?

Retirees

Do you have enough savings and income sources to retire comfortably? CPP and OAS decisions, income splitting and tax savings, estate planning.

Asian special child on wheelchair and his dad on the beach at sunset, Father helped him to

Canadians Living with Disabilities

Parents of children with a disability, adult accident victims, mid-life long term disabilities. Disability Tax Credit and RDSP planning.

Nice, hard working people

no further description needed :)

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Jason Flynn

CFP, Your Trusted Thought Partner

After seventeen years of service in the RCMP, I decided to turn a passion for personal finance and helping people into a financial planning career. I'll listen to your concerns, hopes, and dreams before digging into your finances and making recommendations. By not managing investments or insurance products, I focus my time solely on getting to know you and your family and coaching you through clear action steps. I'll guide you through life's twists and turns and help you make smart money decisions along the way.

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Marco, IT professional

Jason took us from feeling overwhelmed and worried about our financial situation, to feeling completely confident in our plan moving forward. He did an amazing job of first understanding our future goals, and then crafting detailed, nuanced advice around them. All of his deliverables to us were extremely organized and comprehensive, and he was a pleasure to work with in general. I'd highly recommend him to anyone looking for fee-only advice.

Get in Touch

4 Pueblo Court

Whitehorse, YT Y1A 6V3

867-332-2508

jason@abzplan.ca