Complimentary Discovery Call
$Free
- 15 minute phone call to meet us, discuss your goals, and see what plan would be the best fit for you.
Initial Roadmap Consultation
$500 USD
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250 USD
- USD
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250 USD
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Net Worth Report and Projections
$1,500 USD
- What will I have in 10 years?
- Comprehensive report of all assets and liabilities – Personal and corporate
- Net worth projections based on your contribution plan
- Compare projections with different strategies and “what-if” scenarios
- Includes insurance projections as an asset class
Investment Goals and Contribution Plan
$350 USD
- Review of your income, expenses, debts, and taxes
- Define your goals and priorities
- Create a contribution plan to meet your goals
- Recommendations for registered investments vs non-registered
- Personal pension planning for business owners
Introductory Tax Session
$250 USD
- Education on personal and corporate taxes
- Tax strategies based on your goals and stage of life
Initial Roadmap Consultation
$500
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Initial Roadmap Consultation
$500
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Initial Roadmap Consultation
$500
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Investment Goals and Contribution Plan
$350
Review of your income, expenses, debts, and taxes
Define your goals and priorities
Create a contribution plan to meet your goals
Recommendations for registered investments vs non-registered
Personal pension planning for business owners
Define your goals and priorities
Create a contribution plan to meet your goals
Recommendations for registered investments vs non-registered
Personal pension planning for business owners
Net Worth Report and Projections
$1500
- Complete summary of personal and corporate assets and income
- Net worth report for you and/or your company
- Net worth projections – 10 year plan
- Insights on income and tax strategies
Introductory Tax Session
$250
- Education on personal and corporate taxes
In-depth tax strategies based on your goals and stage of life
Initial Roadmap Consultation
$500
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Initial Roadmap Consultation
$500
- This is your first consult to get a bird’s eye view of your finances.
- Take away a customized plan to begin building wealth over the next 1-5-10 years.
Income/Debt/Cash flow Management
$250
- 1 hour consult
- Assess your income sources and debts
- Give recommendations on how to pay off debt efficiently while still reaching your investment goals
Investment Analysis and Education
$250
- For the DIY investor
- We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
- Think of this as a second opinion
Advanced Wealth Services
Estate Analysis and Succession Planning
$10,000 USD
- Build a plan for your legacy goals and generational wealth.
- Strategies to minimize taxes at estate and transfer your wealth and/or business to your beneficiaries.
- Write or review your will.
Retirement Income Analysis
$4,000-10,000 USD
- Breakdown of your income sources that create your retirement pay cheque.
- Tax efficient withdrawal sequencing.
- Business income strategies.
In-depth Tax Planning
$250-2,500 USD
- For complex tax cases
- Includes strategies for minimizing taxes personally and corporately now and in retirement.
Self-Employed/Contractor Planning
$1,500 - 3,000 USD
- Breakdown of your inflows and outflows of cash.
- Business assessment – is incorporating right for you?
- Self-employment tax strategies
- Personal pension plans
- Health and dental benefits
- Personal disability, critical illness, and life insurance needs analysis
- Investment education and contribution plan
Business Owner Comprehensive Planning
$15,000 - 30,000 USD
- Complete business financials review
- Holdco and Opco strategies
- Corporate investment and contribution strategies
- In-depth corporate tax planning
- Income planning: Salary vs Dividends
- Net worth reports and 10 year projections
- Group health, dental, and life insurance (including full set up for company and employees)
- Corporately owned life insurance (individual, key-person, buy/sell)
- Retirement and succession plan
Risk Management Services
Insurance Needs Analysis
- Book a consult to review your insurance needs for personal, corporate or estate insurance.
- Product reviews for existing insurance. Group or personal.
Individual Risk Coverage
- We shop multiple brokers for the best offers and competitive rates.
- Guaranteeing the best prices on disability, critical illness, and term life coverage.
Corporate Insurance & Group Benefits
- Corporate insurance plans to protect your business and employees.
- Health and dental benefits, groyp life/DI/CL and IFAs. This includes strategies to reduce taxes personally and corporately.
Asset and Estate Protection Plan
- Build insurance into your portfolio as an asset. Protect your assets from estate tax so your wealth can flow through to your beneficiaries without worry.
