Personal Financial Planning, Built Around Your Life
At Equitas Financial Services Inc., we work with individuals and families who want clarity, structure, and confidence in their financial decisions. Whether you are planning for retirement, managing investments, protecting your family, or navigating major life transitions, our approach is thoughtful, disciplined, and tailored to your goals.
We believe sound financial planning starts with understanding what matters most to you — your priorities, values, and long-term vision. From there, we help you make informed decisions using strategies designed to support stability, flexibility, and peace of mind.
How We Support Retail Clients
Our services are designed to address the full spectrum of personal financial planning needs, including:
Retirement Planning
Developing a clear roadmap that aligns your lifestyle goals with your financial resources, risk tolerance, and time horizon.Investment Planning
Structuring portfolios with a disciplined approach that considers diversification, risk management, and long-term objectives.Insurance & Risk Management
Helping protect your income, family, and assets through appropriate insurance solutions tailored to your circumstances.Tax-Efficient Planning
Coordinating strategies that consider tax implications as part of an integrated financial plan.Estate & Legacy Considerations
Supporting thoughtful planning to help ensure your wishes are understood and documented, in coordination with legal professionals where appropriate.Who This Is For
Our retail planning services are well-suited for individuals and families who:
Are preparing for or transitioning into retirement
Want a structured, long-term financial plan
Value professional guidance and accountability
Prefer a collaborative, transparent planning relationship
Our Approach
As a Certified Financial Planner® professional, we take a comprehensive and objective view of your financial picture. Our role is to help you understand your options, evaluate trade-offs, and make decisions that align with your goals and comfort level — today and into the future.
Investment performance is not guaranteed, and all planning strategies involve risk. Our focus is on helping you navigate those risks with clarity and confidence.
Next Step
If you are seeking personalized financial guidance in a professional, confidential setting, we invite you to begin a conversation.
Book a confidential consultation to discuss your goals and planning needs.