Consultation Plans & Pricing
Choose the consultation approach that matches your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Consultation
Perfect for getting started with financial planning
$180
per month
- One 60-minute consultation monthly
- Basic financial situation review
- Email support between sessions
- Written session summary
Professional Analysis
Comprehensive analysis for serious planners
$250
per month
- Two 60-minute consultations monthly
- Detailed analytical review process
- Priority email and phone support
- Comprehensive written reports
- Quarterly planning sessions
Elite Planning
Maximum support for complex financial situations
$350
per month
- Unlimited consultation sessions
- Advanced analytical modeling
- 24/7 priority support access
- Custom reporting and analysis
- Monthly strategy review meetings
- Direct advisor phone line
Pricing Details
All prices include applicable HST/GST where required
No setup fees or additional commission charges
Monthly billing with automatic renewal, cancel anytime with 30 days notice
Representative APR: 0% for monthly subscription payments
Licensed Financial Services Provider FSP-CA-2025-1125
Compare Plans
| Features | Essential Consultation | Professional Analysis | Elite Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Analytical Reviews | |||
| Support Access | |||
| Written Reports | |||
| Planning Sessions | Essential: 1 session, Professional: 2 sessions, Elite: Unlimited | Essential: Basic, Professional: Detailed, Elite: Advanced | Essential: Email, Professional: Priority, Elite: 24/7 |
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences accordingly.
Are there any long-term contracts?
No contracts required. All plans are month-to-month subscriptions. You can cancel anytime with 30 days notice, and there are no cancellation penalties or hidden fees.
What payment methods do you accept?
We accept major credit cards, debit cards, and electronic bank transfers. All payments are processed securely through encrypted payment systems compliant with Canadian financial regulations.
Ready to Begin?
Start your financial planning journey with a consultation approach designed around your needs and goals
Schedule Consultation