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.
Purpose
We’re here to help you figure out how to make your dreams and values mesh with the nitty-gritty decisions and moves it takes to build a life and legacy that gets you genuinely excited. We’re all about understanding what’s right for you, not just what looks best on paper. Whether you’re an entrepreneur or part of a multi-generational family with shared goals and assets, we’ve got your back. Let’s make sure your path aligns with the dreams that matter to you.
Mission
Our mission is to support entrepreneurs and multi-generational families in crafting a life and legacy that authentically reflects who you are. We help you figure out what the path looks like to get you to the dreams that hold the utmost significance for you.
Our Values
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Recent Blog Posts
Retirement Is Happening Everywhere
Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.
What Makes Life Good? It’s More Than Money
Plot twist: the good life isn’t for sale! Psychologist Daniel Kahneman cracked the code with five life essentials; joy, deep work, killer relationships, purpose, and personal growth. Money’s nice, but flourishing happens when you invest in experiences over expenses!
The 30-Year Weekend: Planning for the Retirement Adventure of a Lifetime
Retirement could last as long as your career, think of it as the longest weekend ever. With smart planning, flexible strategies, and a dash of optimism, you can turn your nest egg into decades of freedom, fun, and financial confidence.