Let's find the right plan for you.

Select all that apply to you

Standard

For most financial
planning needs

$999

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  • Check 2 A detailed plan for your retirement, including when you should liquidate your assets
  • Check 2 A complete insurance analysis
  • Check 2 Asset allocation for your investments
  • Check 2 Answers to when you should take CPP
  • Check 2 Basic Estate planning and insight around your will/POA
  • Check 2 Complete holistic financial plan covering all the areas above and more
  • Check 2 Detailed Help and guidance with specific financial goals you have
  • Check 2 Zoom Call with financial planner for your plan delivery meeting (and interaction throughout process)
Premium

For more complex
financial planning

$1699

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  • Check 2 Everything in the standard plan
  • Check 2 Calculations for any rental properties you may have
  • Check 2 Your plan covers nuances around having a blended family
  • Check 2 A plan for what to do if you commute your pension
  • Check 2 Coverage of complex cashflow scenarios
  • Check 2 Zoom Call with financial planner for your plan delivery meeting (and interaction throughout process)
Deluxe

For the most involved
financial planning

$1799

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  • Check 2 Everything included in premium plan
  • Check 2 Disabled Dependent Analysis
  • Check 2 Plan covers if you're an incorporated individual
  • Check 2 Zoom Call with financial planner for your plan delivery meeting (and interaction throughout the process)

Traditional Advisors Charge More

Banks aren't oriented to providing people with a complete, holistic view of their finances. The experience is impersonal and there's pressure to sell to customers. Traditional fee-only planners cost between $3000 and $8000.

We're breaking the mold by charging a fraction and providing you with an unbiased, personal financial planning experience. We hope we can work with you towards your future retirement or other goals!

Traditional advisors charge more