Plan your finances with clarity today
Personal financial planning, investment guidance, and business consulting for individuals, families, and businesses in Toronto, Ontario.
Honest planning beats perfect timing
Most financial plans wait for the perfect moment. Ours starts with a clear, honest look at where you stand today in Toronto.
Realistic planning
We build plans around your actual income, goals, and timeline, not assumptions that look good on paper.
Clear investing
Investment guidance without complicated products or hidden fees. You understand every decision before we act.
Straight consulting
Business consulting that focuses on practical next steps, not theory. We help you act with confidence.
Straight answers
Ask us anything. We give direct, honest answers, even when the message isn't what you hoped to hear.
Plain language
No jargon, no fine print surprises. We explain every recommendation in terms you actually use.
Personal attention
You work directly with one advisor who learns your situation, not a call center or a rotating team.
Clear engagement options, no guesswork
Choose a straightforward way to work with us. Each option delivers a defined deliverable and a clear fee structure.
Financial planning review
A detailed review of your current financial picture with prioritized action steps you can start on right away.
Custom
quoteHousehold balance sheet
Risk exposure summary
Goal gap analysis
Action steps list
Ongoing advisory
Continuous guidance with regular check-ins, plan updates, and responsive support from Samuel Hansen.
Custom
monthlyQuarterly plan reviews
Investment monitoring
Priority email access
Annual plan refresh
Business consulting
Focused consulting for business finances, helping you make confident decisions for your company's next move.
Custom
projectCash flow assessment
Tax planning review
Growth scenario modeling
Decision memo
Clear steps toward your financial goals
We start by understanding where you stand, then build a plan that fits your life and business in Toronto. Every step is explained clearly, so you always know what's next and why.
What Toronto clients say about working with us
Real outcomes from people who came to Christie Financial Group for clear guidance, honest advice, and a plan that fits their life.
Samuel helped us map out our retirement and it finally feels like a plan we can actually follow. We started with our questions, not a sales pitch.
Daniel Whitfield
Retiring teacher, Toronto
As a small business owner, I appreciated that Samuel took the time to understand our cash flow before recommending anything. The advice was practical, not theoretical.
Priya Sharma
Owner, boutique retail store
We got a clear, detailed financial plan that actually fit our family's goals. Samuel explained every step in plain language, and stayed responsive along the way.
Michael Chen
Homeowner, Toronto
The investment guidance was straightforward and tailored to our risk tolerance, not a one-size-fits-all model. We finally feel confident about the next steps.
Sarah Okafor
Sales director, Toronto
Consulting with Samuel gave our family a clear financial direction for the first time. The process was organized, thorough, and felt genuinely personalized.
Robert Tremblay
Self-employed tradesman
What our service looks like
One consultation is all it takes to see your plan clearly.
Book a one-on-one consultation and get a clear, personalized quote. We'll walk through your goals and outline the next steps.