Financial Planning Subscription Pricing
Choose the consultation plan that fits your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
per month
Management Fee:: 1.2% annually on managed assets
HST/GST:: Applicable taxes included
Complete Planning
Comprehensive financial planning and guidance
per month
Management Fee:: 1.0% annually on managed assets
HST/GST:: Applicable taxes included
Premium Advisory
Full-service financial planning with dedicated support
per month
Management Fee:: 0.8% annually on managed assets
HST/GST:: Applicable taxes included
Pricing Details and Terms
Payment Terms and Billing
All subscriptions are billed monthly in advance. Prices shown include applicable federal and provincial taxes.
Billing Information
Monthly charges are automatically processed on your billing date. Management fees are calculated quarterly based on average account values.
Representative APR on credit products: 12.9% variable on approved credit facilities
All prices include applicable HST/GST where required by law
Management fees apply only to assets under our direct advisory management
Pricing subject to change with 30 days notice
Frequently Asked Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees apply to any of our subscription plans. You only pay the monthly subscription rate for your chosen service level.
What payment methods do you accept?
We accept major credit cards, bank transfers, and pre-authorized debits for convenient automatic billing.
Have questions about our pricing?
Contact Us