Choose Your Financial Planning Path
Transparent pricing for professional financial guidance
Essential Planning
Perfect for those starting their financial planning journey
Monthly subscription, cancel anytime with 30 days notice
- Monthly consultation session
- Basic analytical review
- Email support
- Resource library access
- Advanced planning features not included
Professional Planning
Comprehensive planning for serious financial goals
Monthly subscription, cancel anytime with 30 days notice
- Bi-weekly consultation sessions
- Comprehensive analytical reviews
- Priority phone and email support
- Personalized planning documents
- Market insights and updates
Premium Planning
Elite service for complex financial situations
Monthly subscription, cancel anytime with 30 days notice
- Weekly consultation availability
- Advanced analytical modeling
- Direct planner contact
- Custom planning strategies
- Tax planning coordination
- Estate planning discussions
Payment Information
Service Fees
Our transparent fee structure includes:
- • Monthly subscription fee as listed
- • No hidden charges or commissions
- • No additional consultation fees
Tax Information
All prices include applicable taxes
GST/HST will be added based on your province
Individual results may vary
Past performance does not guarantee future results
Representative APR N/A(consultation service, no credit extended)
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. Your service continues until the end of your billing period.
Are there any setup fees or hidden costs?
No, the monthly subscription fee is all you pay. There are no setup fees, hidden costs, or additional charges.
What happens if I need to change plans?
You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Need a custom solution or have questions about our plans?
Contact Our Team