We have over 25 years’ experience in dealing with tax, estate, insurance, investment and retirement planning; as well as special situations that require our specific expertise and experience. We are a fee-only financial planning firm which provides a highly personalized service with a focus on helping clients in their decision-making process. Our fee-only model allows us to remain objective in our recommendations as we have no vested interest in favouring one recommendation over another. We take a very pro-active approach in implementing our recommended strategies.
At CNAL Financial Planning we pride ourselves on taking an objective view of our clients’ financial situations.
As a fee-only financial planning firm we help clients gain a global perspective of their financial situation.
As a result, our approach is totally impartial in addressing our clients’ objectives and needs. We take a very proactive approach in implementing our recommended strategies.
Over the years, we have developed a network of external professionals such as lawyers, notaries, investment specialists with whom we deal and who offer our clients competitive fees.
Caroline Nalbantoglu has over 25 years experience in Financial Planning Services and the following credentials
- Member of the Order of Chartered Administrators of Quebec (Adm.A.,Pl.Fin.)
- Certified Financial Planner (C.F.P.)
- Registered Financial Planner (R.F.P.)
- B. Admin. From Concordia University.