Choose your financial planning path
Transparent pricing with no hidden fees — all plans include comprehensive financial planning support
Individual results may vary based on personal circumstances, market conditions, and adherence to financial planning recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
per month
- Monthly consultation sessions
- Basic financial goal setting
- Email support
- Progress tracking tools
- Advanced tax strategies
- Estate planning guidance
Service Fee: 1.5% on managed assets
Monthly Consultation: 60 minutes
Complete Planning
Comprehensive financial guidance
per month
- Extended monthly consultations
- Comprehensive goal analysis
- Priority email support
- Advanced progress monitoring
- Tax optimization strategies
- Estate planning documents
Service Fee: 1.2% on managed assets
Monthly Consultation: 90 minutes
Premium Planning
Everything you need and more
per month
- Extended consultation sessions
- Complete financial analysis
- Dedicated support line
- Real-time progress tracking
- Advanced tax strategies
- Estate planning guidance
Service Fee: 1.0% on managed assets
Monthly Consultation: 120 minutes
Important Pricing Information
All prices include applicable taxes (HST/GST/PST) as required by provincial regulations
Commission fees apply only to assets under active management and are calculated monthly
Representative APR 12.9% APRVariable rate based on creditworthiness and market conditions
Licensed by Financial Services Regulatory Authority of Ontario (FSRA) License #FS-2025-032
Compare all features
| Features | Essential Planning | Complete Planning Recommended | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Email response time | |||
| Goal tracking tools | |||
| Tax optimization | |||
| Estate planning | 60 minutes | 90 minutes | 120 minutes |
| Priority support | Standard | Priority | Dedicated line |
Frequently asked questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the beginning of your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. Your monthly subscription covers all included services and features.
What happens if I cancel my subscription?
You can cancel anytime with 30 days notice. You'll continue to receive services through your paid period and can access your planning documents.
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