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Family looking for a Financial Plan

FINANCIAL
PLAN

We can help you achieve clarity on every financial aspect of your life and guide you in making sound financial decisions. This often helps our clients navigate life’s many transitions

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​Fees range from $2,850 to $6,500 + HST

*depending on scope and complexity

Clients workinf with a financial advisor

BUSINESS OWNERS

Business owners often face a broader range of decisions. Our team assists clients with asset location, investment planning, compensation strategies, real estate considerations, corporate structuring, and liability or risk management.​​​​​​​​​

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Fees range from $3,850 and up + HST

*depending on scope and complexity

Family enjoying a walk with a dog

RETIREMENT
PLANNING

Determining how much you need for retirement, when and how to start saving, and how inflation, interest rates and other variables may affect your retirement.

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Fees range from $2,750 to $5,000 + HST

*depending on scope and complexity

Skyline

INVESTMENT
ANALYSIS

We assess how well your investments are performing relative to the applicable benchmark.

Identify and control for what we can - taxes, fees and having a plan!​​

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Fees range from $1,750 and up + HST

*depending on scope and complexity

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