Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
Grow Your Money
Investing Your Wealth Your Way
Financial Conversations All in One Place!
Enjoy Justwealth's award-winning, low-cost investment management paired with FFC&P personalized financial planning and coaching. At Fenske Financial Coaching & Planning, investing is your choice — we provide the guidance without the pressure.
This Works
To deliver a comprehensive financial experience, I partner with Justwealth, an investment management firm that combines sophistication with accessibility.
You work with me to create your financial plans while Justwealth takes care of your Non-Registered, RRSP, TFSA, FHSA, RESP, and LIRA portfolios. This approach enables you to benefit from top-tier, award-winning, low-cost investment management alongside personalized financial planning and coaching.
You choose if you want to invest with FFC&P's partner Justwealth.
You benefit from investment management services in an easy-to-use, convenient online format.
UNLIMITED FFC&P planning sessions at no charge when you invest $50,000+.
This online wealth management company lowers the high costs by utilizing a friendly team of experts and a self-directed approach starting at 0.4% when you use FFC&P with Justwealth! You can access your accounts anytime, and I'm here to help.
A Justwealth Personal Portfolio Manager will work with you to create an appropriate portfolio of low-cost Exchange Traded Funds (ETFs), and to manage your investments on a fully discretionary basis. To learn more, visit the website of Karen & Justwealth.
I understand the uncertainty when your investment portfolio does not align with your approach. You appreciated the support of your family in the past, and now you are looking for a way to move forward with confidence. It may be time for a review if you're not satisfied with the current management style. Justwealth’s Portfolio Review Service offers expert insights on how your investment portfolio is structured and how to adapt to ETFs — at no cost to you!
Justwealth Named Best Overall Robo Advisor by MoneySense for 2024!
“Justwealth wins best robo-advisor in Canada because, unlike most of its competitors, it assigns clients a dedicated personal portfolio manager.”
"When you combine Justwealth’s competitive fees with their elite commitment to personalized financial advice AND top-performing investment strategy, you get the best robo advisor in Canada." August 19, 2024/Kyle Prevost https://milliondollarjourney.com/justwealth-review.htm
Your Partner in Financial Well-Being
Working with a Professional Financial Planner, Registered Retirement Consultant (RRC®), Certified Tax Preparer, Myers-Briggs Coach, and communication expert like Karen will guide you on an inspiring and solid path to financial well-being. Expect tailored strategies and actionable plans to achieve your goals.
Let's Get Started
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Annual reviews are included.
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Initial set-up session takes approximately 60 minutes.
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You have access to your investment accounts online.
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Fee schedule is available on a case-by-case basis.
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Book here for a FREE 20-minute introduction.