Papyrus Planning
David Field, CFP, TEP
CFP, TEP, Certified Cash Flow Specialist
Pricing
What they charge
Fees for this firm aren't listed here. Contact the planner directly for current pricing.
Fee model
By engagement
Client minimum
Not stated
Coverage
Mississauga, ON · Virtual across Canada
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 Papyrus Planning
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
Retirement income; behavioural cash-flow planning
What's included
Services
Advice-only retirement income planning, behavioural cash flow strategy, income/tax/withdrawal strategy, investment coordination, CPP/OAS optimization, estate
Work with Papyrus Planning
Advice-only and commission-free, CFP, TEP, Certified Cash Flow Specialist
Independently listed in our fee-only directory. Last checked June 2026.
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