Toucan Financial provides ongoing investment management, financial planning, and tax preparation services. Toucan creates investment plans and manages portfolios based on client goals and risk tolerance. Tax preparation is included at no additional fee. Toucan also offers project-based financial planning for specific needs and retirement plan consulting for employers.
Assets Under Management$20M
Clients47
Advisors1
Avg. per Client$430K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Investment management is included as part of Toucan Financial's Comprehensive Wealth Planning service. There is no separate fee for investment management. The overall fee for Comprehensive Wealth Planning is based on a percentage of your net worth.
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