GET STARTED
Start Your Financial Plan
Two ways to get started - jump straight in, or talk to one of our planning experts first.
CHOOSE YOUR PATH - CHANGE YOUR FUTURE
How Would You Like to Begin?
Whether you prefer to explore on your own, or talk it through with an expert first, we make it easy to take the first step.
Start Your Plan Online
Jump straight into the Adviice planning platform and begin building your financial plan at your own pace. Our system guides you through each step with detailed AI-driven planning tools, video instructions, and built-in support resources.
You can always connect with one of our planning advisors along the way if you have questions.
You'll select your plan and complete payment through the Adviice platform.
Book a Discovery Call
Not sure which plan is right for you? Book a free discovery call with one of our planning experts. We'll discuss your goals, your financial situation, and help you choose the plan that fits best.
Discovery calls are free, no-pressure, and typically last 30 minutes.
You'll be connected with a Planning Only advisor via Calendly.
Plans & Pricing
Choose the plan that fits your financial planning needs
Retirement Projections
- ✓ Retirement Projections
- ✓ Cash Flow Discussion
- ✓ CPP & OAS Optimization
- ✓ TFSA Optimization
- ✓ Tax Minimization Strategy
Retirement & Estate Planning
- ✓ 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
- ✓ 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.
THE PROCESS
What Happens After You Start
Choose Your Plan
Select the planning tier that fits your goals and financial situation.
Set Up Your Profile
Complete your financial profile in the Adviice platform - it guides you every step of the way.
Build Your Plan
Work through your personalized financial plan with the support of AI-driven tools and our planning team.
Review & Refine
Connect with your Planning Only advisor to review your plan, ask questions, and make it your own.
Ready to Take the First Step?
Start your plan online today, or speak with one of our planning experts first.
Discovery calls are free and no-obligation.