Fee for Service Financial Planning
Options to fit your needs
If you’re a DIY investor or you’re just getting started, please inquire to find out which solution best fits your needs. If you later decide to partner with us and utilize our wealth creation strategy, all fees below will be waived with the appropriate level of investable assets.
Custom Planning
$450/hr
When a single or specific need arises, remuneration on an hourly basis can be applied
- Cashflow Management
- Reviewing Financial Decisions
- Guidance with Employers Plan
- Tax Strategy Review
- Investment Review
- Retirement Snapshot
- Reviewing your Pension Options
- Risk and Insurance Analysis
- Downsizing Strategy
- Major Life Transitions
- Making an Impact with your Wealth
- Estate Review
- Some Business Owner and Executive Options
Families and Individuals
Starting at $7,500
Everything offered through custom planning with the addition of:
- Access To Professionals in Partnership with Apex Wealth Planning Corp
- Investment Effectiveness
- Education Savings Planning
- Disability Savings Planning
- Retirement Planning
- A Complete Risk Review
- All Insurance Options and Recommendations
- Planning With Your Lawyer
- Maximizing Tax Efficiency For Life
- Planning With Your Accountant
- Estate Planning Strategies
- Tax Efficient Wealth Impact
Business Owners and Executives
Starting at $16,500
Everything offered for Families and Individuals and 12 months of guidance and implementation with the addition of:
- Individual Pension Plans
- Shareholder Agreement Review
- Business Risk Assessment and Recommendations
- Business Investment Strategies
- Health Spending Accounts
- Group Benefits
- Group RRSP Plans
- Business Sale Planning
- Aligning Your Wealth With Your Health
- An Ongoing Wealth Experience
