Subscription Plans
Choose the consultation plan that fits your needs
Individual results may vary.
Past performance does not guarantee future results.
Basic Consultation
$150
per month
Essential financial planning guidance for individuals starting their financial journey.
- Monthly consultation session
- Basic financial review
- Email support
- No comprehensive analysis
- No priority scheduling
Professional Planning
$250
per month
Comprehensive financial planning consultation with detailed analysis and ongoing support.
- Bi-weekly consultation sessions
- Comprehensive financial analysis
- Priority email and phone support
- Personalized planning strategies
- Quarterly progress reviews
Premium Advisory
$400
per month
Intensive financial consultation with dedicated advisor and advanced planning strategies.
- Weekly consultation availability
- Dedicated financial advisor
- Advanced planning strategies
- Priority scheduling and support
- Monthly detailed reports
- Exclusive premium resources
Pricing Information
All prices include applicable HST/GST where required.
No additional transaction fees or commissions. Representative APR: 0% (monthly billing, no interest charges).
Subscriptions are billed monthly in advance. Cancel anytime with 30 days notice.
Representative APR: 0% (no interest or financing charges apply to monthly subscription payments).
Registered financial services provider in Canada
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.
What happens if I cancel?
You can cancel anytime with 30 days notice. You'll continue to have access until the end of your current billing period.
Do you offer refunds?
We offer a satisfaction guarantee. If you're not satisfied with our service, contact us to discuss your specific situation. Results may vary.
Are there any hidden fees?
No hidden fees. The monthly subscription price is all you pay, including applicable taxes.
Need a Custom Plan?
Have unique requirements or questions about our pricing? We're happy to discuss custom consultation arrangements.
Contact Us