Hourly Based Fee
Only Advice
Call today to arrange a meeting.
1 (902) 393-1248
P.O. Box 1201     Charlottetown, PE     C1A 7M8
T: (902) 393-1248 (direct)     CorkumFinancial@pei.sympatico.ca     www.CorkumFinancial.ca

Hourly-based fee-only advice

(“Fee for Service”)

Specializing in objective hourly-based fee-only financial planning and financial divorce counselling without commissions and referral fees, often called “fee for service.”  I sell no products, only my time and advice.

Use the Search box at the top right to find information on specific topics

Offering Individual Meetings and Group Seminars

You are looking for my help if you are:

  • An individual looking for an objective opinion on your investment diversification and insurance coverage, as well as for advice on your tax, retirement, estate or other financial matters.
  • Individuals who are separating and want to understand your financial situation, and /or couples who are trying to work together to understand your financial situation and want to reach a fair settlement for equalization of family assets and payment of child and/or spousal support.
  • A business owner or someone involved in a non-profit organization wanting to offer financial literacy seminars to groups.  Topics include basics of investing, understanding financial statements, tax planning, basic retirement advice, financial impacts of separation and divorce, financial assistance for seniors and their caregivers, and most other topics that are covered in articles on my web site.

Explore my web site to find financial “knowledge” about personal financial planning, including income tax planning, marriage breakdown and business matters, as well as my credentials, experience, and my approach to helping clients.  In addition, see some miscellaneous items, such as tourist info, on my News and Other tab.

My goal is to provide you with financial planning for a balanced lifestyle – enjoy today while saving for tomorrow.  I want to offer solutions that are practical, understandable and objective based on my experience, education, and interest in your well-being, with a commitment to integrity and lifelong learning. I will provide my services in a sensitive, discreet fashion on an hourly fee basis without receipt of commissions or referral fees of any kind.

Please contact me if you wish some personal advice, if you have a comment or question on my web site, or would like an educational presentation to a non-profit organization or employee group.