How peronexira guides your planning process
Practical, step-by-step clarity
Our process is designed to help individuals review their financial options with confidence. We provide honest consultations without sales pressure, focusing on explaining solutions in clear language.
All reviews and recommendations depend on individual circumstances.
Meet our experienced consulting team
Stephen Carver
Lead Consultant
With over 20 years of experience, Stephen ensures that every client receives practical and unbiased support.
Jasmine Nguyen
Consultant
Jasmine specializes in simplifying complex issues, making each planning conversation approachable and informative.
Abdul Rashid
Consultant
Abdul brings a detailed understanding of Canadian financial frameworks, focusing on personalized reviews for clients.
Our structured approach overview
Our team applies proven steps designed for clarity, transparency, and your comfort at every stage of the process.
Initial consultation and needs discovery
We listen to your situation and goals, introducing how our services can meet your needs.
Our goal
Clarify your objectives and expectations early on.
What we do
Ask open-ended questions to understand your background, what you want to accomplish, and any concerns you have.
How we do it
Conduct conversations by phone or video in a relaxed, friendly setting and review your needs in detail.
Tools used
Secure call platform, digital intake forms
Expected results
Personalized summary outlining next steps for you
Options review and discussion
We provide a neutral, analytical review of your options based on your input and current information.
Our goal
Give you a complete overview of realistic options.
What we do
Prepare a clear list of practical solutions for your review—no product sales or tied offerings.
How we do it
Summarize data using plain language and provide context so you can make informed decisions.
Tools used
Internal research tools, market outlines
Expected results
Brief on options with key pros and cons
Detailed consultation session
You have a chance to ask questions, compare options, and discuss possible next steps in a supportive space.
Our goal
Help you move from ideas to actionable understanding.
What we do
Facilitate a direct, open conversation focused on your questions and clarifications about choices available.
How we do it
Encourage sharing concerns or preferences for a solution tailored to you.
Tools used
Interactive virtual meeting, resource library
Expected results
Actionable notes, personalized summary report
Ongoing support and follow-up
Our relationship doesn’t end after your main consultation. We offer continued support if you need it.
Our goal
Make sure you feel supported as plans change or questions arise.
What we do
Remain available for future check-ins, questions, or additional reviews as your situation evolves.
How we do it
Provide updates and schedule follow-ups at your request, keeping communication open throughout.
Tools used
Secure communication channels, email support
Expected results
Follow-up notes and updated guidance as needed
How we compare
Our approach versus standard providers