Starter plan
Perfect for young adults starting their career and wanting to avoid the common money mistakes that plague this phase of life, efficiently pay down debt and run on the fast track to home ownership.
Initial deposit: $ 499 + sales tax
Monthly retainer fee: $49 + sales tax
Individual plan
Specialized advice tailored to the unique financial planning needs of single individuals.
Whether you are single by choice or circumstance, this plan addresses the complex needs of single adults looking to create sustainable financial independence.
Initial deposit: $799 + salestax
Monthly retainer: $79 + sales tax
Family plan
Whether you are common law or married, this plan is designed to address the specific challenges of two adults allocating finite resources within a family.
Money can be a source of frustration in relationships. Let's get everyone on the same page.
Initial deposit: $999 + tax
Monthly retainer: $99 + tax
Business plan
Private business owners require the specialized financial planning expertise of the CFP, CLU & TEP designations for appropriate tax, succession, and estate planning to be integrated with the business owner's personal plan.
Initial fee: $1,999 + sales tax
Monthly retainer: $199 + sales tax
Specialized Advice
Get the advice you need on a specific topic.
- Cash flow planning
- Budgeting & cash management
- Risk management
- Wealth management
- Debt & mortgage elimination
- Saving for retirement
- Retirement income planning
- Funding post secondary education
- Estate planning
- Planning financially for a new baby
Flat fee of $ 499 + sales tax
Pay as you go
Custom designed engagement to meet your needs, paid at our hourly rate.
Current hourly rate: $299 + sales tax
Note: The total for your project is dependent on the time required for completion. Time is tracked and billed accordingly.