The basic package includes the “Where do I start” type questions. We need to figure out what you’re dreaming about. Plan for that future, automate, monitor and enjoy. We can ensure all the boxes are checked or only cover what you want to discuss: Budgeting, Life insurance, RRSP vs. TFSA, Education planning, workplace benefits review and much more.

Starts at $200/mth

The Pro Package includes everything in basic but digs into the details. Stock options, inheritance, life insurance payout, asset optimization, tax and estate planning.

Starts at $400/mth

Whether you have a side gig or a full time business. Solo proprietorship or corporate structure. There are too many variables to list on a website so let’s discuss where we can help.

One-hour meeting to discuss your current goals and investments.

$300