This program is designed for individuals and families who are in need of basic financial guidance. It is intended to help clients get clear financial projections on where they are and actionable items on what to do to start building wealth. An emphasis is placed on organizing the client’s financial affairs, restructuring debt and maximizing opportunities for creating wealth. The core of the financial projection focuses on:
This service is ideal for households that have less than $250,000 in investable assets.
Fees start at $6,000 which is a combination of your investments and an upfront planning fee.
This program is designed for motivated clients who have some financial knowledge and already have some investments (e.g. RRSP, TFSA, RESP) but require a structured plan that fits all these pieces together. The goal at this stage is to guide the client through the process of wealth accumulation in a tax-efficient manner.
This program includes a comprehensive plan that will take into account the following:
This service is ideal for individuals or households with $250,000 – $499,999 in investable assets. This service option is designed as a pro-active fee based financial planning service. Annual financial planning meetings are offered to assess the ongoing suitability of our advice and identify any action that may be required. Other features also included in this proposition are:
Fees start at $7,500 which is a combination of your investments and an upfront planning fee.
This program is designed to protect the client’s accumulated wealth and/or to properly manage a windfall. Although a reasonable rate of growth is expected, the emphasis is placed on capital preservation in the most tax-efficient manner possible. The use of trusts and other wealth protection strategies are employed to ensure that the client’s wealth is transferred to dependents or beneficiaries in the most profitable way possible. The key planning tools for this program are as follows:
This service option is also designed as a pro-active fee based financial planning service and is suitable for individuals or households with over $500,000 in investable assets. Annual financial planning meetings are offered to assess the ongoing suitability of our advice and identify any action that may be required. Other features also included in this proposition are:
Fees start at $9,500 which is a combination of your investments and an upfront planning fe
This program is designed for individuals and families who are in need of basic financial guidance. It is intended to help clients get clear financial projections on where they are and actionable items on what to do to start building wealth. An emphasis is placed on organizing the client’s financial affairs, restructuring debt and maximizing opportunities for creating wealth. The core of the financial projection focuses on:
This service is ideal for households that have less than $250,000 in investable assets.
Fees start at $6,000 which is a combination of your investments and an upfront planning fee.
This program is designed for motivated clients who have some financial knowledge and already have some investments (e.g. RRSP, TFSA, RESP) but require a structured plan that fits all these pieces together. The goal at this stage is to guide the client through the process of wealth accumulation in a tax-efficient manner.
This program includes a comprehensive plan that will take into account the following:
This service is ideal for individuals or households with $250,000 – $499,999 in investable assets. This service option is designed as a pro-active fee based financial planning service. Annual financial planning meetings are offered to assess the ongoing suitability of our advice and identify any action that may be required. Other features also included in this proposition are:
Fees start at $7,500 which is a combination of your investments and an upfront planning fee.
This program is designed to protect the client’s accumulated wealth and/or to properly manage a windfall. Although a reasonable rate of growth is expected, the emphasis is placed on capital preservation in the most tax-efficient manner possible. The use of trusts and other wealth protection strategies are employed to ensure that the client’s wealth is transferred to dependents or beneficiaries in the most profitable way possible. The key planning tools for this program are as follows:
This service option is also designed as a pro-active fee based financial planning service and is suitable for individuals or households with over $500,000 in investable assets. Annual financial planning meetings are offered to assess the ongoing suitability of our advice and identify any action that may be required. Other features also included in this proposition are:
Fees start at $9,500 which is a combination of your investments and an upfront planning fee
