Services

We’re committed to our clients. We provide comprehensive financial planning that is objective and independent. We offer clients a few different services, from custom financial planning to tailored one-on-one advice.

We keep our fees simple, there are no products, no commissions, just advice.

Investment Plan

$800 One-Time

Get an unbiased second opinion for your investment portfolio. Our fee-for-service financial planners will do a comprehensive review of your portfolio looking at investment fees, asset allocation, diversification, and tax efficiency.

Includes a custom re-balancing strategy to help you keep your asset allocation on target. Also includes two one-on-one meetings with a fee-for-service financial planner, a discovery session to discuss your needs, and a final meeting to review the results of your portfolio review.

Custom Financial Plan

$1,000 One-Time

Feel secure with your financial future. Get a comprehensive financial plan customized to your specific values and goals. We plan all aspects of your personal finances and create a detailed year-by-year plan from today to age 100.

Our plan includes, income, expenses, and cash flow, assets, debt, and net worth, a portfolio second opinion, investment planning, risk planning, plus optimization of taxes & government benefits.

You get a detailed estimate for government benefits like the Canada Child Benefit, Canada Pension Plan, Old Age Security, Guaranteed Income Supplement etc. We also test the success rate of your plan over multiple historical scenarios so you don’t have to worry about running out of money.

Every plan includes a detailed, step-by-step implementation plan for you to follow.

More importantly, you get the peace of mind knowing you have a detailed plan to reach your financial goals.

Custom Financial Plan + Coaching & Advice

$1,500 per Year
($125 per Month)

Get all the benefits of our custom financial plan plus regular coaching and advice. Start with one-on-one meetings with your fee-for-service financial planner every 8-weeks. We create a custom series of exercises to help you set up a solid financial routine around budgeting, debt repayment, saving, and investing.

After you’ve created a solid financial routine we work with you to create a custom financial plan to help you reach your long-term goals like buying a home, paying for children’s education, reaching financial independence, or retiring early.

This full-service package provides you with the knowledge and advice you need to be secure with your personal finances today and in the future.

Annual Plan Update

$600 per Year
($50 per Month)

Annual plan updates are available to on-going clients. Clients receive an annual checkpoint with their financial planner plus a plan update every 12-months. Plan update includes changes to your goals, changes to your portfolio returns, changes to your income and expenses, and changes to government taxes & benefits.

On-going clients have the peace of mind knowing that they’re always on the right path to reach their financial goals.

Investment Plan

$800 One-Time

Get an unbiased second opinion for your investment portfolio. Our fee-for-service financial planners will do a comprehensive review of your portfolio looking at investment fees, asset allocation, diversification, and tax efficiency.

Includes a custom re-balancing strategy to help you keep your asset allocation on target. Also includes two one-on-one meetings with a fee-for-service financial planner, a discovery session to discuss your needs, and a final meeting to review the results of your portfolio review.

Custom Financial Plan

$1,000 One-Time

Feel secure with your financial future. Get a comprehensive financial plan customized to your specific values and goals. We plan all aspects of your personal finances and create a detailed year-by-year plan from today to age 100.

Our plan includes, income, expenses, and cash flow, assets, debt, and net worth, a portfolio second opinion, investment planning, risk planning, plus optimization of taxes & government benefits.

You get a detailed estimate for government benefits like the Canada Child Benefit, Canada Pension Plan, Old Age Security, Guaranteed Income Supplement etc. We also test the success rate of your plan over multiple historical scenarios so you don’t have to worry about running out of money.

Every plan includes a detailed, step-by-step implementation plan for you to follow.

More importantly, you get the peace of mind knowing you have a detailed plan to reach your financial goals.

Custom Financial Plan + Coaching & Advice

$1,500 per Year
($125 per Month)

Get all the benefits of our custom financial plan plus regular coaching and advice. Start with one-on-one meetings with your fee-for-service financial planner every 8-weeks. We create a custom series of exercises to help you set up a solid financial routine around budgeting, debt repayment, saving, and investing.

After you’ve created a solid financial routine we work with you to create a custom financial plan to help you reach your long-term goals like buying a home, paying for children’s education, reaching financial independence, or retiring early.

This full-service package provides you with the knowledge and advice you need to be secure with your personal finances today and in the future.

Annual Plan Update

$600 per Year
($50 per Month)

Annual plan updates are available to on-going clients. Clients receive an annual checkpoint with their financial planner plus a plan update every 12-months. Plan update includes changes to your goals, changes to your portfolio returns, changes to your income and expenses, and changes to government taxes & benefits.

On-going clients have the peace of mind knowing that they’re always on the right path to reach their financial goals.

Fees are subject to HST.

No commissions. No sales goals. Just advice.

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