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Choose your pricing plan

  • Employed Canadian Individuals

    1,500$
     
    Holistic financial planning to give you a 360° view of your personal finances.
    Valid for 3 months
    • Budgeting
    • Cash Flow Optimization
    • Lifestyle Planning
    • Debt Optimization Strategies
    • Accumulation Planning
    • Decumulation Planning
    • Retirement Planning
    • Tax Optimization Strategies
    • Employee Benefits Analysis
    • Equity Compensation Planning
    • Insurance Needs Assessment
    • Estate Planning

  • Annual Plan & Strategy Review

    500$
    Every year
    Review your plan with us annually to ensure it continues to align with your goals. We focus on uncovering major life changes and events, helping you determine their impact on your goals.
     
    • Annual Plan Review
    • Investment Performance Review
    • Inflation Adjustments
    • Risks Review
    • Annual Tax Review

  • Employees

    0$
     
    Free Plan
    • Holistic Financial Planning
    • Evidence-based Investing
    • Active Performance Tracking
    • Tax Optimization
    • Tax Loss Harvesting
    • Employee Benefits Analysis
    • Risk & Protection Strategies
    • Quarterly Reviews

  • Business Owners

    0$
     
    Free Plan
    • Integrated Financial Planning
    • Corporate Cashflow Planning
    • Corporate Insurance Strategies
    • Corporate Pension Planning
    • Personal Income Optimization
    • Integrated Investment Management
    • Active Performance Tracking
    • Quarterly Reviews

  • Employed Canadian Families

    2,500$
     
    Integrated holistic planning for Canadian families.
     
    • Family Budgeting
    • Cash Flow Optimization
    • Family Lifestyle Planning
    • Debt Optimization Strategies
    • Accumulation Planning
    • Decumulation Planning
    • Retirement Planning
    • Integrated Tax Optimization Strategies
    • Employee Benefits Analysis
    • Equity Compensation Planning
    • Family Risk & Protection Stratgies
    • Estate Planning

  • Canadian Business Owners

    4,000$
     
    Integrated holistic planning for business owners that encompasses both family and corporate planning services.
     
    • Integrated Financial Planning
    • Corporate Cashflow Planning
    • Corporate Pension Planning
    • Corporate Contingency Planning
    • Family Wealth Planning
    • Personal Income Optimization
    • Tax Optimization Strategies
    • Group Benefits & Retirement Plans
    • Estate & Succession Planning
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