Compare Individual Service Options
“Napkin Math” Plan
Advice Only, DIY Focus.
Starts at $400/Year (For Couples)
Starts at $300/Year (For Singles)
Includes:
- One annual review meeting.
- Tax & Cashflow Optimization
- Home Buying Guide & Debt Management
- Equity Compensation Guidance
- Group Benefits Review
- Employer Pension Review
- Insurance Review
- Selecting Asset Allocation
- Investment Education
- RRSP, TFSA, FHSA & RESP Account Selection
- Salary vs Dividend (Small Business)
- Annual Review & Email Support
- Optional Tax Preparation: $250/couple or $150/single.
- Free Access to MasterClasses
- Simplified Finances, DIY Individuals
Retirement Plan (Most Popular)
Advice Only, Retirement Focus.
Starts at $2000/Year (For Couples)
Starts at $1500/Year (For Singles)
Includes:
- Spending Plan (Go-Go, Slow-Go, No-Go Years)
- Tax-Efficient Retirement Withdrawals
- CPP & OAS Timing Strategies
- Work Pension Integration
- RRSP Meltdown Strategy
- Income Splitting with Spouse
- Selecting Asset Allocation
- Building Liquidity for Decumulation
- Lifetime Tax Bill Smoothing
- Tax Efficient Wealth Transfer
- Stress Test with Assumptions
- 90-Day Implementation Support
- Optional Tax Preparation: $250/couple or $150/single.
- Free Access to MasterClasses
- DIY Individuals, Retirement Validation
Integrated Wealth Management
Full Service
Starts at 1.5% of AUM
Caps at $10,000 annually
Includes:
- Everything in Comprehensive Retirement Plan
- Personal Tax Preparation
- Investment Management
- Mortgage Reduction Planning
- Insurance Implementation
- Minimum $100,000 Investable Assets
- Tiered Pricing for higher amount of investable assets
- Scheduled Ongoing Support
- Free Access to MasterClasses
- Hands-Off Approach, Complex Needs
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