The Basics

Let us guide you through the basics of investment and open your eyes on available opportunities

Mindset

Adjust your money mindset

Income

Know what kind of income you're working for

Conversion

Convert ordinary income into passive income

Risk

Investment is not risky, investors can be

Deals

Good deals attract money

Reward

Learn to evaluate risk and reward

About FIT Planning

  • F.I.T. PLANNING Inc. provides clients an ongoing service to analyze, review and recommend the proper and appropriate planning, through an exclusive client driven IMERIT system, where our financial professionals work with clients to achieve their optimum potential, supporting them by unbiased recommendations.

  • The MERIT system was introduced since the company's inception in 1996, and its success speaks for itself. The MERIT system is an educational decision making mechanism, that provide clients with holistic financial coaching, to enable them to acquire combined financial growth and security options, that optimize their financial prosperity.

  • F.I.T. PLANNING Inc. has an alliance with other independent financial professionals to enrich clients value added services, through a combined wealth of financial resources to clients who seek the best financial awareness and empowerment. F.I.T. PLANNING Inc. business model is two folds where clients can either benefit from a fee-for-service consultation or market specific products.

Merched Khoury

Merched Khoury

CEO, EPC, RLU

Experience: As a financial coach, educator, visionary and a leader on money matters, Merched packs 26 years of extensive financial experience, assissting businesses and individuals alike to realize their financial dreams, by keeping them on a consistent and clear path to achieving their vision.

Skills: Over the years, Merched's superior analytical and numerical aptitude to identify trends using key market metrics, has been instrumental in the financial success of many clients over the years. Furthermore, through the means of cutting unnecessary costs and incorporating planned tax reductions. Merched positions his clients to successfully either make or save money.

Custume Advice: Merched's philosophy is based on empowering clients with their financial abilities, coupled with keeping them aware of the financial changes that may affect their financial road map, as he coaches them to accomplishing their vision towards financial freedom.

History: In 1989, Merched began his financial career, in the financial services sector. In 1996, he then set up F.I.T PLANNING Inc. to expand throughout Ontario, providing comprehensive financial models to clients, with the ultimate objective of achieving their financial desires in a timely fashion.

We offer 3 free monthly consultancy sessions !

Drop your email and you might be one of the lucky winners.

DISCOVER YOUR I.M.E.R.I.T PROGRAM

Wether you are looking into General Investment, Mortgage, Education, Retirement, Insurance or Tax Planning
We got you covered ...

Frequentky Asked Questions?

Investing involves committing money in order to earn a financial return. This essentially means that you invest money to make money and achieve your financial goals.Investing involves committing money in order to earn a financial return. This essentially means that you invest money to make money and achieve your financial goals.
An advisor can provide advice in many areas, including: investing, financial planning, personal insurance, taxes, and estate planning. If an advisor is providing advice relating to investing in securities, they need to be registered, unless an exemption is available.
1. Set your goals
2. Know your investing personality
3. Choose your advisor
4. Create your plan
5. Choose your investments
6. Track your progress
1. Stocks 2. Bonds 3. ETFs 4. Mutual funds 5. Cash equivalents 6. Real estate 7. REITs 8. Commodities
Inflation makes money worthless. If the cost of goods and services rise by 2.5% each year, the same money that buys you 30 burgers today will only buy you 23 burgers in 10 years.
1. Set up small, monthly transfers from your checking account 2. Use a low-cost investing service 3. Brew your own coffee, invest your Starbucks money 4. Immediately invest any tax returns 5. Invest any raises instead of altering your lifestyle 6. Ask relatives for investing money, rather than other gifts
A Registered Retirement Savings Plan (RRSP) is an account, registered with the federal government, that you use to save for retirement. RRSPs have special tax advantages.A Registered Retirement Savings Plan (RRSP) is an account, registered with the federal government, that you use to save for retirement. RRSPs have special tax advantages.eiusmod.
A Tax-Free Savings Account (TFSA) lets you save tax-free for any goal. You earn contribution room every year (even if you do not set up a TFSA. You can hold a wide range of investments in a TFSA, including cash, GICs, bonds, stocks and mutual funds.A Tax-Free Savings Account (TFSA) lets you save tax-free for any goal. You earn contribution room every year (even if you do not set up a TFSA. You can hold a wide range of investments in a TFSA, including cash, GICs, bonds, stocks and mutual funds.

Our Partners

Your investments are in safe hands, we only partner with the most reliable and fastest growing firms in the business

How to Reach Us?

Please do not hesitate in contacting us if you have any questions or inquiries.

  • Ottawa Office

    2415 Holly Ln Unit 201E
    Ottawa, ON K1V 7P2

    +1 613 730 5050
    info@fitplanning.com

  • Office Hours

    Mon-Fri   :  8:30 am - 6:00 pm

    Saturday :  9:30 am - 3:00 pm

    Sunday   :  Closed

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