About Spring Plans

The Story

At Spring Plans, as an advice-only financial planning firm, we will work closely with you and your team of professional advisors to develop a plan and provide ongoing advice, centred around your best interests.

Our advice is influenced only by what’s in your best interests, and never by the potential for third-party compensation. We don’t sell products, accept commissions, or pay or receive referral fees or affiliate income.

We help you create financial success on your own terms…whatever they may be. Although our process is the same with every client, the outcomes are always delightfully different and as unique as the people we have the privilege to work with every day.

Want to know more about working with our team? Check out our FAQ page for answers to some commonly asked questions.


To help you envision what is possible and create an intentional life by fostering financial confidence.


To treat you as the unique person you are by listening, understanding what’s important, and working together to create your life, well spent.


To revolutionize the profession and continuously raise the standard of financial planning, improving the lives of all Canadians.

Our Values

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Recent Blog Posts

2023 May Update

2023 May Update

Get ready to kickstart your summer planning! Explore our May update, which offers valuable insights to help you prioritize your plans for the remainder of 2023. Discover exciting ideas and tips to make the most of the upcoming months.

2023 April Update

2023 April Update

How does the Federal Budget 2023 impact you? We’ve been reading all about it since it came out March 28th, and have news for you about First Home Savings Accounts, RESPs, RDSPs, the Canada Dental Benefit, intergenerational business transfers and more. We tried not to make it boring.

A Recession Toolkit

A Recession Toolkit

Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.