Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs — no hidden fees, no surprises
Individual results may vary
Past performance does not guarantee future results
Basic Planning
Essential financial guidance for individuals starting their planning journey
- One 60-minute consultation per month
- Basic financial plan review
- Email support between sessions
- Quarterly plan updates
Service Fee: 2.5% on implemented recommendations
Additional Consultations: $85/hour
Complete Planning
Comprehensive financial planning for serious long-term wealth building
- Two consultation sessions per month
- Comprehensive financial plan development
- Priority email and phone support
- Monthly plan reviews and adjustments
- Market update reports and insights
Service Fee: 2.0% on implemented recommendations
Additional Consultations: $75/hour
Premium Planning
Premium service with unlimited access for complex financial situations
- Unlimited consultation sessions
- Advanced planning strategies
- 24/7 priority support access
- Weekly plan monitoring
- Exclusive market research reports
- Direct advisor mobile contact
Service Fee: 1.5% on implemented recommendations
Additional Consultations: No additional charges
Pricing Details and Information
Tax Information: All prices include applicable Canadian taxes (HST/GST) as required by provincial regulations
Implementation Fees: Service fees apply only when you choose to implement recommended financial products through our service
Billing Information: Monthly subscriptions are billed in advance on the same date each month via automatic payment
Pricing may vary based on complexity of financial situation and specific service requirements
Representative APR for financed services 8.9% APR variable% APR varies based on creditworthiness and payment terms selected
Plan Comparison
| Features | Basic Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Plan Updates | |||
| Support Access | |||
| Market Insights | |||
| Implementation Fee | Professional consultation sessions | Regular plan reviews | Multiple support channels |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect on your next billing cycle.
What happens if I miss a monthly payment?
We provide a 10-day grace period for missed payments. After this period, your account may be temporarily suspended until payment is received.
Are there any setup fees or cancellation charges?
No setup fees are required to start your subscription. Cancellation requires 30 days notice with no additional charges for account closure.
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