Plans & Pricing

Our Plans

Plans & Pricing

Choose the plan that fits your financial planning needs

Retirement Projections

One-time fee $2,500 then $125/month ongoing
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  • ✓ Retirement Projections
  • ✓ Cash Flow Discussion
  • ✓ CPP & OAS Optimization
  • ✓ TFSA Optimization
  • ✓ Tax Minimization Strategy
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Retirement & Estate Planning

One-time fee $4,000 then $175/month ongoing
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  • ✓ Everything in Retirement Projections
  • ✓ Model Larger Purchases
  • ✓ Estate Planning & Optimization
  • ✓ Tax Minimisation Strategies
  • ✓ Income Splitting Strategies
  • ✓ Insurance & Risk Review
  • ✓ Charitable Giving Strategies

Retirement, Estate & Corporate Planning

One-time fee $5,000 then $250/month ongoing
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  • ✓ Everything in Retirement & Estate Planning
  • ✓ Plus Corporate Planning & Strategies

* One-time fee covers your initial comprehensive financial plan. Ongoing monthly fee covers annual plan reviews, updates, and continuous support.