Basic Plan
C$ 99.00
Basic Financial Plan
"How long your money will last?"
Your basic plan will be a snapshot of your current financial situation and what that will look like into, and beyond, retirement.
20 minute review with one of our consultants included.
Premium Plan
C$ 499.00
Comprehensive Financial Plan
"Achieve financial confidence"
Your comprehensive plan will be a complete look of your net worth and how it can compliments your goals. We will dive deep into:
- Cash flow & evaluate savings and debt strategies
- Exam ways to lower you taxes and drive your investment returns
- Create a layer of protection in the event of an unforeseen life event
60-90 minute plan presentation with one of our consultants included.