CNal Financial Planning Inc.
Caroline Nalbantoglu, CFP, R.F.P.
CFP, R.F.P., AMF member
Pricing
What they charge
Fees for this firm aren't listed here. Contact the planner directly for current pricing.
Fee model
Hourly
Client minimum
Not stated
Coverage
Montreal, QC
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay CNal Financial Planning Inc.
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Tax, estate & cross-border (Canada/US) planning for high-income earners
What's included
Services
Tax & estate planning; income & tax planning; retirement; income & investment planning (analysis, refers out implementation); risk & insurance needs analysis; cross-border/expatriate; divorce; tax return preparation
Work with CNal Financial Planning Inc.
Advice-only and commission-free, CFP, R.F.P., AMF member
Independently listed in our fee-only directory. Last checked June 2026.
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