Schedule a free initial consultation.
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Tell us about you and what you want to improve in your financial future. We'll help to make it happen.
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business owners FINANCIAL PLANNING
Personalized, comprehensive financial plan for your business, covering everything from tax-efficient compensation and investment strategy to risk management, retirement planning, and estate considerations.​​​​
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Fees range from $5,000 to $7,000 + HST and up*
*depending on scope and complexity
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MID LIFE
FINANCIAL PLANNING
We'll create a personalized, comprehensive financial plan, covering everything from retirement strategies and tax planning to investment guidance and cash flow management. All designed to reflect your goals, values, and lifestyle.
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Fees range from $2,500 to $5,000 + HST and up*
*depending on scope and complexity
PRE RETIREMENT ASSESSMENT
Using advanced scenario analysis to project your financial future and address key questions around income, taxes, investments, and government benefits. All tailored to your goals, values, and lifestyle so you can retire with clarity and confidence.
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Fees range from $3,500 to $7,000 + HST and up*
*depending on scope and complexity
1HR COnsultation (PREPAID)
For those with a focused financial inquiry or an urgent matter, this simplified engagement offers an accessible way to get the expert answers you need without the commitment of a full plan. You’ll receive a post-call summary memo for your records.
$395 *hour + HST
*This focused engagement does not include financial modeling, scenario projections, or a formal written plan.​