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Autonomy
Financial Planning
Welcome to Autonomy Financial Planning
Autonomy:
spending your time doing what you want,
how you want,
where you want,
with whoever you want.
About Us
Autonomy Financial Planning is dedicated to providing personalized financial planning services to Canadians. Our mission is to empower individuals and families to achieve financial independence and secure their future.
Who We Serve and What We Do
Who We Serve
Autonomy helps individuals and businesses make the right financial decisions.
Self-employed and worried about retirement? We can help.
Young executive saving for your first home? We can help.
Changing jobs and need to make a decision on your pension? We can help.
What We Do
We take clients through a multi-step financial planning process to achieve autonomy with their finances.
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The steps are:
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Financial Management
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Asset Management*
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Risk Management**
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Retirement Planning
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Tax Planning
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Estate Planning
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