Imagine every dollar you have - in the right spot.
Strategies and guidance to organized, optimize and grow your finances and meet your financial goals.
Transparent pricing
Jargon-free guidance
Financial peace of mind
You’ve finally reached that point in your life.
You’re earning more, saving some, and wondering if other strategies exist outside of your RSP and TFSA. My job? Helping you make the right moves to grow, protect, and enjoy your money.
Let’s get started!
Service Packages
Flexible financial plans for every stage of life.
The gut check
You know your stuff — you read the books, follow the markets, and like managing your own money. You don’t need a full planner, just someone to sanity-check the big moves.
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The portfolio health check
You know your stuff — you read the books, follow the markets, and like managing your own money. You don’t need a full planner, just someone to sanity-check the big moves.
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The annual plan
You’re ready to hand off the stress and have someone keep you accountable. You want your finances managed, optimized, and adjusted as life changes year to year.
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The family plan
RRSP here, TFSA there, RESP somewhere in between — you and your partner want to make sure it’s all building toward your family’s success.
Learn more
A financial planner takes you from confusion to confidence
From scattered to structured: see what a real plan can do for your peace of mind
“I used to stress about every financial decision — saving, investing, taxes — it all felt disconnected. Now everything works together, and I finally know where my money’s going and why.”
— Emma, Montreal
“When we had our baby, I suddenly realized how many financial pieces there were — insurance, RESP, parental leave. Roger That made it all make sense.”
— Matt, Montreal
“I used to just throw money into accounts and hope for the best. Now there’s an actual plan behind every dollar.”
— Danielle, Montreal
Getting started
Get one step closer to feeling in control of your financial life
1
Book free consult
Book a free 30 min consultation. No forms, no fine print — just a real conversation about where you are and where you want to go.
2
Pick your plan
After our chat, you’ll get a summary of your options so you can decide which plan feels right — on your own time.
3
Connect the dots
We’ll bring everything together — so your money finally feels clear, connected, and under control. to kick off our work together
About me
Roger-David Iradukunda
Roger-David: the person
With 10 years of experience in financial services, I help people bring structure, clarity, and confidence to their financial lives.
My background in finance and managing wealth portfolios at major national banks and smaller private family firms has taught me that money decisions aren’t just about numbers — they’re about people, priorities, and peace of mind.
Outside of work, I’m devoted to my young family, I’m a CrossFit fanatic, and a lifelong basketball player still holding onto the dream that one day, Europe might call.
Book a free consultation with me here.
RogerThat: the business
I started Roger That to make financial planning simple — without watering down the strategy.
For too long, the world of personal finance has been full of gatekeeping. I wanted to change that. Everyone deserves to understand what the wealthy already know — and use those same tools to build real financial freedom.
At Roger That, clarity is the mission. No commissions. No confusing jargon. No “trust me, bro” sales pitch. Just transparent, data-driven advice that helps your money work harder for you.
Every plan I create is flat-fee and fully personalized — whether you’re building your first emergency fund, juggling a mortgage and daycare bills, or scaling your business. My goal is simple: to help you feel confident, organized, calm, and in control of your financial life.
Because when you finally understand your money, everything clicks into place — and that’s when you can say, Roger that.