Poyner Financial
Matt Poyner, MD, CFP
CFP (and MD)
Pricing
What they charge
- Personal Plan (singles/couples/families, no corporation): all-in $5,400-$7,400 + tax
- incl. 8 weeks post-plan email support + reduced-rate update within 18 months
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
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 Poyner Financial
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
Canadian physicians/doctors; business owners
What's included
Services
Comprehensive plan: spending/cash-flow, saving, tax minimization, debt repayment, real estate, retirement accounts, evidence-based DIY investing guidance, insurance needs analysis, pension, CPP/OAS, retirement & decumulation, estate, stress testing; couples: income-splitting, RESP, spousal RRSP/RRIF
Work with Poyner Financial
Advice-only and commission-free, CFP (and MD)
Independently listed in our fee-only directory. Last checked June 2026.
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