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Meeting Preparation Documents

We offer a no-fee, no obligation 30-minute evaluation appointment for you to determine if we can work together and experience how we might help you do more with what you have.
Book your 30-minute complementary evaluation appointment

Meeting Checklist PDF File

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Financial Perspective PDF File

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Cash Flow Summary PDF File

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Net-Worth Summary PDF File

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Meeting Checklist PDF File
Financial Perspective PDF File
Cash Flow Summary PDF File
Net-Worth Summary PDF File

Buy insurance

Lifestyle is a path to living. — Ashley D'Silva

Click & Buy Insurance

We believe people are motivated by solutions
which are meaningful them

  • We create an environment to discuss your finances openly
  • We help you model different scenarios to manage complexities with clarity
  • We align with your Tax & Legal Advisors, so your wealth is transferred with intention—not chance

We are as easy to deal with, all aimed at achieving results that feel good.

Call us today to schedule your private consultation

Buy insurance

Lifestyle is a path to living. — Ashley D'Silva

Click & Buy Insurance

We believe people are motivated by solutions
which are meaningful them

  • We create an environment to discuss your finances openly
  • We help you model different scenarios to manage complexities with clarity
  • We align with your Tax & Legal Advisors, so your wealth is transferred with intention—not chance

We are as easy to deal with, all aimed at achieving results that feel good.

Call us today to schedule your private consultation

We are proud to be the first point of contact for our clients whenever a need arises for practical solutions, whether it relates to immediate needs, short term flexible options or long-term planning.

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Contact Info

Email

ashley@planningpath.com

Mailing Address

5-18 Ringwood Drive, Unit 210 Stouffville Ontario L4A ON2

Phone

416.278.0995

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