Peter Le Page

Services Offered

• Comprehensive financial planning
• Retirement planning
• Investment management
• Estate planning
• Tax planning strategies

Cost Ranges

The cost of financial planning services can vary based on the complexity of the client's needs. Generally, fees may include hourly rates ranging from $150 to $300 or flat fees for specific services starting at $1,000. Some services may involve a percentage of assets under management, typically ranging from 0.5% to 1.5% annually.

Local Tips

Dartmouth is a vibrant community with a mix of suburban and rural areas, offering a peaceful environment for those seeking financial advice. When visiting Peter Le Page's office, consider exploring nearby attractions such as the Dartmouth Mall or the beautiful coastal views along the South Dartmouth coastline.

FAQs

• What should I bring to my first meeting with Peter Le Page? It's recommended to bring any relevant financial documents, such as recent tax returns, investment account statements, and a list of your financial goals.
• How often should I review my financial plan? Regular reviews are essential. It's advisable to meet with your financial planner at least once a year or more frequently if there are significant changes in your financial situation.
• Is there a minimum asset requirement to work with Peter Le Page? There typically isn't a strict minimum asset requirement, but it's best to discuss your specific situation during the initial consultation.