Fritz Financial Planning

Our Story

At Nesbitt Financial Strategies Inc., we are a team of dedicated professionals committed to helping you achieve financial freedom. With years of experience and a passion for providing exceptional service, we are proud to have earned the trust of our clients and the respect of our peers. Our journey began with the merger of Fritz Financial Planning and Nesbitt Financial Strategies Inc., effective April 1, 2024, which brought together two like-minded teams dedicated to providing comprehensive financial guidance and support.

Meet Our Team

Our team is led by Ken Nesbitt, a seasoned financial advisor with a reputation for integrity, expertise, and a client-centric approach. Ken is supported by a talented team of professionals who share his commitment to delivering personalized financial solutions that meet the unique needs and goals of each client. Together, we are dedicated to building long-term relationships founded on trust, respect, and a deep understanding of the complexities of financial planning.

Our Services

At Nesbitt Financial Strategies Inc., we offer a comprehensive range of services designed to help you achieve financial freedom. Our expertise includes:

• Responsible Investing: We believe that investing should align with your values and goals. Our responsible investing approach considers environmental, social, and governance (ESG) factors to create a portfolio that not only grows your wealth but also contributes to a better world.
• Family Farms: We understand the unique challenges and opportunities faced by family farms. Our experienced team provides tailored financial solutions to help you protect your legacy, ensure succession, and secure your family's future.
• Financial Planning: Our team will work with you to create a personalized financial plan that addresses your unique needs, goals, and priorities. From retirement planning to estate planning, we will guide you every step of the way.

What Our Clients Say

Don't just take our word for it. Our clients have shared their experiences and testimonials with us, and we are proud to share them with you. From helping clients create a clear retirement and estate plan to providing support for growing businesses, our team has made a meaningful impact on the lives of those we serve.

Our 6x6 Promise

At Nesbitt Financial Strategies Inc., we are committed to delivering exceptional service that exceeds your expectations. Our 6x6 Promise is our guarantee that we will:

• Listen to your concerns and goals
• Provide personalized advice and guidance
• Develop a tailored financial plan
• Help you navigate complex financial decisions
• Deliver solutions that meet your unique needs
• Continuously monitor and adjust your plan as needed

Insights

Stay informed about the latest news, trends, and insights in the world of finance. Our team regularly shares articles, blog posts, and updates to keep you informed and empowered to make informed decisions about your financial future.