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.

Portfolio Second Opinion

$750 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 values and goals. We plan every aspect of your finances and create a detailed year-by-year plan from today until age 100.

Your plan includes projections for income, expenses, assets, debt, and net worth. We also help you create an investment plan, reduce risk, and optimize 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 periods of stock, bond, and inflation rates, so you can feel secure with your finances going forward.

Every plan includes a detailed, step-by-step implementation plan for you to follow and, more importantly, you get the peace of mind knowing you have a detailed plan to reach your financial goals.

Custom Financial Plan + Portfolio Second Opinion

$1,500 One-Time

Get all the benefits of our custom financial plan plus a detailed second opinion for your investment portfolio.

This full-service package provides you with the knowledge and advice you need to reduce your investment fees, increase your diversification and feel secure with your personal finances both today and in the future.

Regular Planning + Advice

$500 to $1,000 per year

Work with a financial planner to improve your financial routine and keep your financial plan on-track. Make adjustments to your financial plan as your circumstances change. Take advantage of new tax and benefits legislation.

Financial plans are updated annually to include changes to your goals, changes to your portfolio returns, changes to your income and expenses, and changes to government taxes & benefits.

With regular planning + advice, clients have the peace of mind knowing that they’re always on the right path to reach their financial goals.

Annual: One planning + advice meeting plus annual plan update: $500/year

Semi-annual: Two planning + advice meetings plus annual plan update: $750/year

Quarterly: Four planning + advice meetings plus annual plan update: $1,000/year

Portfolio Second Opinion

$750 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 values and goals. We plan every aspect of your finances and create a detailed year-by-year plan from today until age 100.

Your plan includes projections for income, expenses, assets, debt, and net worth. We also help you create an investment plan, reduce risk, and optimize 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 periods of stock, bond, and inflation rates, so you can feel secure with your finances going forward.

Every plan includes a detailed, step-by-step implementation plan for you to follow and, more importantly, you get the peace of mind knowing you have a detailed plan to reach your financial goals.

Custom Financial Plan + Portfolio Second Opinion

$1,500 One-Time

Get all the benefits of our custom financial plan plus a detailed second opinion for your investment portfolio.

This full-service package provides you with the knowledge and advice you need to reduce your investment fees, increase your diversification and feel secure with your personal finances both today and in the future.

Regular Planning + Advice

$500 to $1,000 per year

Work with a financial planner to improve your financial routine and keep your financial plan on-track. Make adjustments to your financial plan as your circumstances change. Take advantage of new tax and benefits legislation.

Financial plans are updated annually to include changes to your goals, changes to your portfolio returns, changes to your income and expenses, and changes to government taxes & benefits.

With regular planning + advice, clients have the peace of mind knowing that they’re always on the right path to reach their financial goals.

Annual: One planning + advice meeting plus annual plan update: $500/year

Semi-annual: Two planning + advice meetings plus annual plan update: $750/year

Quarterly: Four planning + advice meetings plus annual plan update: $1,000/year

Fees are subject to HST.

No commissions. No sales goals. Just advice.

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