Pricing

Regardless of your age, income or assets, you can work with a financial planner and get objective and affordable financial advice. Choose the option that best suits you below.

One-Time
Financial Plan


Customized financial plan designed to help you reach your life goals. Your financial plan will include: Cash Flow Management, Tax Planning, Debt Management, Investment Planning, and Retirement Planning.

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Student Plan


Currently in school? Or nearing graduation? Get started on personal finances 101.

Get answers on debt repayment strategies, cash flow management and budgeting, and introduction to saving and investing strategies.

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Wealth-Builder:
Net investible assets:
$0 – $149,000


You are in the building stages when it comes to money - you want to manage and eliminate your debts, save and invest better, and you have got major life goals and milestones to reach. 

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Wealth Accumulator:
Net investible assets:
> $149,999


You are more established in your savings and investments. You may have reached various milestones in life but you want a second opinion on your finances and want to know whether you can reach your life goals sooner.

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Wealth Builder and Wealth Accumulator Plans

CUSTOMIZED

Your financial planner will meet with you to understand your unique financial situation and discuss your financial goals 

ACTION PLAN

A customized financial plan will be created for you, with action steps on how to improve your finances and reach all your financial goals

ON-GOING ADVICE

Your financial planner will continually provide you with advice and guidance on everything finance related

UPDATE FINANCIAL PLAN

Your financial plan will get updated twice a year to reflect financial and life changes. Your financial planner will review all updated financial plans with you

ASK YOUR FINANCIAL PLANNER

Ask any questions, anytime to your financial planner, via email, phone, skype and review meetings

REGULAR MEETINGS

Meet with your financial planner regularly to review your financial progress

 

We believe everyone should have access to objective and affordable financial advice. You may have overlooked the investment fees you’re paying. One of the easiest ways to improve your investment returns and keep more of your money is to reduce the fees you pay.

The average investment fee for mutual funds in Canada is 2.42%. Do you know how much you’re paying for your financial advice?

Save $284,000 in fees for your financial advice

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Subscribe to receive relevant financial tips and advice to become more confident with your money decisions. Also receive a free copy of Money Mistakes - a look at the most common financial mistakes the millennial generation is making and what you need to do to be financially successful.

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