Aman R
Hey! I started Sidebar Finance to help people better understand their investing strategies and options. Whether you have investments set up with an existing financial institution or advisor in Canada, I can help in ensuring you’re not being taken advantage or ignoring critical decisions that can add to your net worth and wealth accumulation during your lifetime! I’m a CFP and have worked with the likes of Fidelity and Sunlife. I combine my deep institutional knowledge with passion for personal finance to help you master your wealth management strategy. Whether you’re new to investing or experienced I welcome the chance to connect and have the conversations your institutions will not have with you. I do this part time for now so my hours are limited. Schedule a free consultation to get started!
Free call with Sidebar Finance
A complimentary 20-minute call to see if we're a good fit. Tell me what's on your mind, and I'll tell you honestly whether I can help and which path makes sense.
This call is for scoping, not a working session. We save the deep work for a Sidebar or a Money Reset.
By phone or video.
How coaching works: sidebarfinance.ca/coaching-not-advice
The Sidebar
One 90-minute conversation about your money: a question you've been sitting on, a second opinion, or one thing you want to get done, like a transfer or a fee check, walked through step by step.
You get a one-page summary within 48 hours. If you don't leave with more clarity than you came in with, tell me within 48 hours and I'll refund it.
$300 CAD per household. Partners welcome. By video.
How coaching works: sidebarfinance.ca/coaching-not-advice
Terms: sidebarfinance.ca/terms
Money Reset: Session 1
Your first Money Reset session. We go deep on your full picture and set the one goal we'll carry through to done: moving and consolidating your money, auditing your fees and exploring alternatives, or building a full plan with projections.
Your written plan lands within a week. Up to 3 sessions over about three months, and we check back a month later to make sure it actually happened.
$850 CAD per household, covering all sessions. Partners welcome.
By video.
How coaching works: sidebarfinance.ca/coaching-not-advice
Terms: sidebarfinance.ca/terms
Money Reset: Follow-up session
Your next Money Reset session. We pick up where we left off: what moved, what's stuck, and what's next.
For current Money Reset clients.
By video.
In Your Corner: Session
For In Your Corner members. Pick the length that fits:
45 minutes: your quarterly check-in. What moved, what's changed, and what's next.
30 minutes: a decision call, when something comes up between check-ins.
90 minutes: your annual plan refresh, which replaces that quarter's check-in.
By video.
Quick questions in between reach out to [email protected].