Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Wealth Management Ontario Statistics 2018
Feb:258
Mar:808
Apr:177
May:555
June:599
July:115
Aug:781
Sept:687
Oct:877
Nov:524
Dec:16
Wealth Management Ontario Statistics 2017
Feb:382
Mar:76
Apr:274
May:76
June:442
July:57
Aug:130
Sept:626
Oct:504
Nov:662
Dec:838
Wealth Management Ontario Statistics 2016
Feb:274
Mar:881
Apr:3
May:594
June:882
July:139
Aug:262
Sept:139
Oct:948
Nov:439
Dec:694
Wealth Management Ontario Statistics 2015
Feb:555
Mar:475
Apr:233
May:432
June:999
July:250
Aug:921
Sept:381
Oct:326
Nov:194
Dec:457
Wealth Management Ontario Statistics 2014
Feb:252
Mar:588
Apr:394
May:757
June:249
July:231
Aug:862
Sept:523
Oct:112
Nov:866
Dec:117
Wealth Management Ontario Statistics 2013
Feb:5
Mar:380
Apr:133
May:953
June:819
July:828
Aug:499
Sept:374
Oct:302
Nov:733
Dec:806
Wealth Management Ontario Statistics 2012
Feb:983
Mar:726
Apr:682
May:308
June:921
July:138
Aug:76
Sept:172
Oct:727
Nov:471
Dec:929
Wealth Management Ontario Statistics 2011
Feb:702
Mar:790
Apr:499
May:815
June:656
July:617
Aug:808
Sept:661
Oct:997
Nov:942
Dec:613
Wealth Management Ontario Statistics 2010
Feb:769
Mar:111
Apr:189
May:70
June:845
July:996
Aug:371
Sept:827
Oct:721
Nov:53
Dec:135
Wealth Management Ontario Statistics 2009
Feb:192
Mar:211
Apr:813
May:919
June:683
July:742
Aug:895
Sept:384
Oct:532
Nov:394
Dec:198
Wealth Management Ontario Statistics 2008
Feb:10
Mar:6
Apr:848
May:7
June:948
July:461
Aug:824
Sept:716
Oct:572
Nov:13
Dec:787