Timeless Financial Planning


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Address: 21 Temperance St S , Bowmanville L1C3A3, ON

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About Timeless Financial Planning

With over 40 years of combined experience we have solutions for estate, tax, insurance and mortgage planning that fit your financial needs. We are not paid by anyone but our clients and therefore have an unbiased approach for all your financial goals. Since 90% of mutual funds can't outperform their index why pay someone 2.4% on average for that performance? To compare your fund to a similar ETF go here:


Plug in any comparable ETF to your fund (Canada small cap to Canada small cap etc.). Use Vanguard, BMO, Horizon etc)

Here's Vanguard https://investor.vanguard.com/etf/list?assetclass=stk#/etf/asset-class/month-end-returns

The savings of 2% over 20 years means you have 33% more in your account, think $200k or $300k, $1M or $1.5M.

Take it one step further and go here:http://longrundata.com/index.php

Enter your banks symbol CM for CIBC, RY for Royal, BMO, BNS, TD, etc. Then look up bank funds and try to find one that has done as well as the stock.


Products & services

total financial planning


We are a full service bank alternative offering tax preparation and planning, estate planning, insurance planning, mortgages, stocks, bonds, mutual

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