Pro Bono Financial Planning

There are all kinds of situations where you would be smart to ask a financial planner for help.

• Major Life Changes – Like marriage, divorce, the birth of a child, or death of a loved one
• Debt & Cash Flow – Make the best decisions on day-to-day money management, debt consolidation and repayment
• Retiring on Low-Income – Make sure you’re getting the most out of your retirement savings‍
• Starting a New Chapter – Advice for newcomers to Canada, or others in transition

If credit is your main issue, a financial planner may not be the resource you need.

For issues regarding debt management as well as bankruptcy, we recommend speaking to a Licensed Insolvency Trustee (LIT).

Formerly known as Bankruptcy Trustees, LITs are licensed by the Office of the Superintendent of Bankruptcy (OSB) to administer proposals and bankruptcies in Canada. 

There is no cost to speak to a Licensed Insolvency Trustee.

Here are a few companies & resources to help start your search for support from an LIT.

• Hoyes Michalos
• Grant Thornton
• Map of Licensed Insolvency Trustees