BOUTIQUE Financial Planning
Protect. Plan. Prosper.
Personalized financial planning for the life you're building
Navigating life transitions requires more than conventional advice. Malika Khanna delivers comprehensive, fiduciary guidance designed to preserve your wealth, protect your family, and bring absolute clarity to your financial journey.
Bespoke Fiduciary Advisory · Tailored Wealth Strategies · Confidential Planning
OUR CORE PHILOSOPHY
Your Financial Life is Personal
Wealth is rarely about numbers in a vacuum. It represents your family's safety, your life's ambition, and the legacy you intend to leave behind. We discard boilerplate formulas in favor of deliberate, individualized stewardship.
Protect
Safeguarding the capital you have accumulated through risk architecture, structured asset positioning, and tailored liquidity reserves that shield your household against volatile market cycles.
CAPITAL PRESERVATION
Plan
Translating personal milestones into clear, actionable blueprints. From tax-efficient income mapping to business transition pathways, your roadmap adapts dynamically as circumstances evolve.
STRATEGIC ARCHITECTURE
Prosper
Empowering you to realize purposeful growth and intergenerational wealth transfer, turning financial stability into enduring autonomy and meaningful legacy for decades ahead.
LEGACY & AUTONOMY
MALIKA KHANNA, CFP®
Financial Planner
FOUNDER & PRINCIPAL ADVISOR
Meet Malika Khanna
CFP® | Consultant & Financial Planner
Malika Khanna, CFP®, is the founder of Westside Life & Wealth Solutions and a financial professional with more than five years of experience in the Canadian financial services industry. She created Westside with a simple goal: to make financial planning practical, understandable and relevant to everyday life. Malika works with professionals, couples, families and business owners to bring clarity and structure to their finances. Her approach looks at the complete financial picture from cash flow, savings and investments to retirement, protection and long-term goals helping clients understand where they stand today and what they should prioritize next. She believes good financial planning doesn't need to feel overwhelming. Her approach focuses on simplifying complex financial decisions, identifying opportunities and creating clear, actionable strategies tailored to each client's circumstances and goals.Through Westside Life & Wealth Solutions, Malika's goal is to help clients feel informed, organized and confident about the financial decisions they make today and for the future.
Direct fiduciary partnership • Limited advisory engagements accepted
SERVICE PACKAGES
Financial Planning Designed Around Your Needs
Clear fee structures and fiduciary guidance tailored to your personal milestone horizon and balance sheet complexity.
FOUNDATIONAL WEALTH
Individual Financial Plan
$700
For Salaried Professional Who Want Their Finances Organized
Financial Position Analysis
Cash Flow
Debt Planning
Emergency Fund Planning
TFSA/RRSP/FHSA Strategy
Investment Strategy
Risk Tolerance
Insurance Needs
Basic Task Considerations
Retirement Projection
MULTI-GENERATIONAL ALIGNMENT
Couples & Family Financial Plan
$1200
Everything in the Individual plan plus:
Combined Household Cashflow Analysis
Coordinating 2 Incomes
Joint vs Individual Priorities
Mortgage & Debt Strategy
Family Protection
RESP / Education Planning
Retirement Projections
Survivor Considerations
Beneficiary Review
Estate Considerations
Family Action Plan
BUSINESS & PRACTICE OWNERS
Self-Employed & Founders Plan
$1200
For Professionals and Business Owners who need a focused option without adding extra packages
Personal & Business Cash Flow Coordination
Tax Reserve Planning
Irregular Income Planning
Insurance Planning
Retirement Planning
Investment Strategy
Coorporation Considerations Where Applicable
Future wealth strategy
Investment Planning
Custom Quoted
Professional guidance to help organize your investments
Existing Investment Overview
Goals & Time Horizon
Risk Profile & Asset Allocation
TFSA/RRSP/FHSA & Non-Registered Considerations
Retirement Investment Planning
Segregated Fund Solutions Where Appropriate
Beneficiary & Estate Considerations
Implementation & Ongoing Servicing Where Applicable
Personal & Asset Security
Insurance & Protection
Custom Quoted
For Individuals & Families who want reliable insurance protection without adding unnecessary coverage
Life Insurance
Critical Illness Insurance
Disability & Income Protection
Mortgage & Family Protection
Existing Coverage Review
Insurance Needs Analysis
Business Owner Protection
Beneficiary Considerations
Product Comparison & Implementation
fast analysis of current standing
Express Financial Clarity Session
$250 flat fee per engagement • no retainer required
This plan is used to understand your goals, priorities & determine the right level of support
Focused Advice on One Financial Question
Retirement Projection
Current Investment Analysis
Cash Flow Analysis
TAILORED WEALTH STRATEGIES
Who We Help
Whether you are orchestrating solo career milestones or safeguarding multi-generational legacies, our boutique advisory provides bespoke financial clarity designed around your distinct stage of life.
Individuals
Ambitious professionals and independent earners looking to optimize cash flow, maximize tax efficiencies, and build disciplined, autonomous wealth foundations.
Couples
Partners seeking unified financial harmony, coordinated retirement horizons, property acquisitions, and combined wealth strategies with balanced shared priorities.
Families
Households focused on generational security, structured college and trust funding, estate readiness, and bulletproof protection plans that endure across decades.
Owners
Founders, consultants, and business owners requiring sophisticated separation of personal and commercial capital, custom retirement plans, and tax shelter structures.
Complimentary 30-minute discovery conversation. No obligation.
CLARITY & TRANSPARENCY
Common Questions
We believe financial planning should be straightforward and completely unclouded. Review key details regarding advisory scope, deliverables, and fixed-fee structures.
What is comprehensive financial planning and how does it work?
Financial planning is a structured, collaborative assessment of your entire financial landscape. We evaluate your current assets, cash flow, tax positioning, insurance coverage, and retirement milestones to craft a cohesive, actionable roadmap tailored precisely to your family's long-term objectives.
Who is this service specifically designed for?
Our practice serves professionals, entrepreneurs, and families seeking fiduciary guidance without product sales pitches. Whether organizing multi-layered equity compensation, preparing for generational wealth transfer, or seeking proactive tax coordination, our planning fits complex financial lives.
What deliverables are included in the planning engagement?
You receive a fully customized digital financial plan, an asset allocation model, interactive cash-flow scenarios, tax optimization strategies, estate planning alignment checklists, and dedicated implementation consultation sessions to ensure every recommendation is executed.
How are advisory fees structured across your tiers?
Engagements range from flat-fee financial planning to ongoing management and implementation services, with fees structured based on each client’s individual needs and the scope of services required.
Are you bound by a fiduciary standard of care?
Yes, absolutely. We act as a 100% fiduciary at all times. Our sole obligation and duty is delivering recommendations in your best financial interest.
West Side Life Wealth
PROTECT • PLAN • PROSPER
Boutique wealth advisory dedicated to crafting intentional financial blueprints, generational security, and enduring prosperity for discerning families and executives.
Advisory Scope
Estate Planning Tax Optimization Executive Benefits Risk Management Succession Planning
Private Client Office
West Side Life Wealth Advisory
Private Consultation Suite
By Direct Appointment Only
Financial & Legal Disclosure: The content provided across this platform is compiled strictly for general educational and informational purposes. It does not constitute formal legal, tax, accounting, or individualized investment advisory services. Strategies and wealth concepts discussed should be evaluated within the context of your specific jurisdictional regulations, risk profile, and long-term financial objectives. Past performance is no guarantee of future results. Consult with your independent certified financial planner, tax professional, and legal counsel before initiating any asset restructuring or estate plan.
© 2026 West Side Life Wealth. All rights reserved. • Protect • Plan • Prosper • Discretionary wealth and asset protection guidance.
Instagram
LinkedIn