Choose Your Financial Planning Path
Explore flexible subscription options designed to match your financial planning needs and budget, with transparent pricing and no hidden fees.
Important Pricing Information:
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who need basic guidance and periodic consultations.
- Monthly 45-minute consultation session
- Basic financial situation analysis
- Email support for quick questions
- Access to planning resources and tools
Service Fee: No additional commissions
Processing Fee: Included in monthly fee
Comprehensive Planning
$250
per month
Our most popular option for individuals and families seeking detailed financial planning with regular guidance and support.
- Two 60-minute consultation sessions per month
- Detailed financial analysis and written recommendations
- Priority email and phone support
- Quarterly comprehensive review sessions
- Access to exclusive planning tools and calculators
Service Fee: No additional commissions
Processing Fee: Included in monthly fee
Premium Advisory
$400
per month
Premium service for high-net-worth individuals requiring intensive planning support and unlimited consultation access.
- Unlimited consultation sessions (scheduled as needed)
- Advanced financial modeling and scenario analysis
- Direct phone line access to your dedicated advisor
- Monthly comprehensive review and strategy adjustment
- Priority scheduling and same-day response guarantee
- Comprehensive written financial plan document
Service Fee: No additional commissions
Additional Services: $125/hour for specialized projects
Pricing Details and Information
Tax Information
All prices include applicable Canadian taxes (GST/HST). Final pricing may vary based on your provincial tax requirements.
Fee Structure
Our transparent fee structure means you pay only the stated monthly subscription fee with no hidden commissions or additional charges for our consultation services.
Representative APR: N/A - Services are fee-based, not credit products
Compare All Plans
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly Consultation Time | |||
| Financial Analysis Depth | |||
| Support Response Time | |||
| Planning Tools Access | |||
| Written Recommendations | 45 minutes/month | 120 minutes/month | Unlimited |
Have Questions About Pricing
Our team is here to help you choose the right plan for your financial planning needs and answer any questions about our services.
Ask Our Team