Stand-alone 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: $1,200 + tax
Remainder due @ delivery: $1,200 + tax
(Total fee: $2,400.00 + tax)
Ongoing Advice Option
Starter plan+ ongoing advice
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: $600 +tax
Monthly retainer fee: $75 + tax
One-time Individual Plan
Specialized advice tailored to meet the complex financial planning needs of single individuals looking to achieve sustainable financial independence.
Initial deposit: $1800 + tax
Remainder due @: $1800 + tax
(Total fee: $3600 + tax)
Ongoing Advice Option
Individual plan
Specialized advice tailored to meet the complex financial planning needs of single individuals looking to achieve sustainable financial independence.
Initial deposit: $900 + tax
Monthly retainer: $100+ tax
One-time 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. Let's get your family financially organized.
Initial deposit: $2,400 + tax
Remainder due@ delivery: $2,400 + tax
(Total fee: $4,800 + tax)
Ongoing Advice Option
Family plan plus
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. Let's get your family financially organized.
Initial deposit: $1,200 + tax
Monthly retainer: $150 + tax
One-time Business owner plan
Private business owners require the specialized financial planning expertise of CFP, CLU & TEP designations for appropriate tax, succession, and estate planning to be integrated with their personal planning.
Initial fee: $5000 + tax
Remainder due @ delivery: $5,000 + tax
(Total fee: $10,000 + tax)
Ongoing Advice Option
Business owner 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 their personal planning.
Initial fee: $2,500 + tax
Monthly retainer: $300 + 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 $ 1000 + tax
Pay as you go
Custom designed engagement to meet your needs, paid at our hourly rate.
Current hourly rate: $500 + sales tax
Note: The total for your project is dependent on the time required for completion. Time is tracked and billed accordingly.