ATTENTION: Professionals & Business Owners With $150k+ Investable Assets
Stop Paying Hefty Fees Without A Real Person To Speak To, Or A Real Plan To Fall Back On!
Video Reveals: Why You May Be Overpaying Your Bank Branch Advisor While Only Getting 2 Phone Calls Per Year, And Why It's Time To Speak To A Real Person In YOUR Shoes!
Are You Really On Track for Retirement? Find Out in 12 Pages.
3 questions to ask your current advisor that will tell you, in 60 seconds, whether they're working for you or for the bank
A 6-point checklist that separates a real retirement plan from "a pile of accounts
How to find the fees your bank doesn't put on a statement (with a sample page showing exactly where to look)
5 tax strategies wealthy Canadians use every year — that your bank advisor isn't licensed or trained to put on the table
We're Not A bank. We're A Husband And Wife Team in Victoria Who Realized There Are Better Alternatives Out There.
We're Graham and Lindsay Plumb. We started Moola Financial because we kept meeting people in their forties and fifties who had done everything right: saved diligently, contributed every March, paid down the mortgage... and still had no real answer to the question, "Will I actually be okay at retirement?"
We're fee based financial advisors. The only person who pays us is you, on a transparent fee schedule, on a contract. That single structural difference changes everything about the advice you'll get for the rest of your working life.
Lindsay Plumb
Graham Plumb
Founders, Moola Financial — Victoria, BC. 8+ years helping BC families
Sound familiar?
Most BC professionals hit 50 with the same three questions.
"Am I actually on track?"
You've been saving. You have an RRSP, maybe a pension, some equity in your home. But nobody's ever shown you a clear number — what you actually need, when you'll hit it, and what "on track" really looks like for a BC income and BC costs. Your bank advisor smiles. That's not the same as an answer.
The fees nobody's shown you
The average Canadian pays 2–2.5% per year in mutual fund MERs. On a $400,000 portfolio that's $8,000–$10,000 a year — quietly leaving your account every year, in every market. Nobody hands you a receipt. Most advisors are legally required to mention conflicts of interest, but they're not required to hand you a calculator. We are.
A pile of accounts isn't a plan
RRSP here. TFSA there. Group benefits you're not sure you're maximising. A defined benefit pension with a survivor option nobody's explained. Rental income you're not sure how to structure. Individually, these are just accounts. Together, sequenced correctly, they're a retirement. The difference is a plan — and most BC professionals have never actually had one.
4231 Carey Rd, Victoria British Columbia V8Z 4H1
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