Fee for Service Financial Planning
Options to fit your needs
Whether you’re a DIY investor, just starting out, or managing complex financial needs, we offer planning solutions tailored to your life and your wealth. If you later decide to partner with us through our Wealth Creation Strategy, all fees may be waived.
Custom Planning
$450/hr
For specific or one-time planning needs, this flexible option gives you expert advice without long-term commitment.
Common topics include:
- Cash Flow Management
- Pension Analysis & Investment Reviews
- Employer Plan Guidance
- Estate & Insurance Reviews
- Downsizing or Major Life Transitions
- Business Owner/Executive Planning Topics
*Contact Us for Consultations.
Families and Individuals
Starting at $7,500
For those seeking a full, personalized financial plan covering all aspects of wealth and lifestyle.
Includes everything in Custom Planning, plus:
- Investment Optimization & Risk Review
- Education & Disability Savings Planning
- Retirement Income & Decumulation Strategy
- Insurance Needs Analysis & Recommendations
- Tax-Efficient Wealth Planning
- Estate Planning Coordination with Your Lawyer
- Collaboration with Your Accountant
- Intergenerational Wealth & Legacy Strategy
- Philanthropy & Values-Based Planning
- Access to Our Network of Specialists
*Contact Us for Consultations.
Business Owners and Executives
Starting at $16,500
For entrepreneurs, executives, and professionals with corporate structures or advanced planning needs.
Includes everything in the Families and Individuals plan, plus:
- Individual Pension Plans & Retirement Compensation Strategies
- Business Risk Assessments
- Shareholder Agreement Review
- Holding Company & Compensation Optimization
- Group RRSPs, Benefits & HSAs
- Business Exit & Succession Planning
- Corporate-Class Investments & Tax Strategies
- Aligning Wealth with Health & Lifestyle Goals
- 12 Months of Ongoing Strategy, Advice & Implementation
*Contact Us for Consultations.