Do you need a plan only?

We offer a fee-only planning service for those that are looking for cash flow, financial, retirement, estate and succession planning.

The benefits of using a fee-only service are:

  • No conflicts of interest when it comes to specific financial products
  • Full transparency
  • No hidden charges

Talk to us today to see if our Fee-only services are for you. We have packages available for individuals, families and businesses.

Fee for Service description and pricing

Cash flow planning – $750

  • Understand where your money is going
  • Align your spending behavior with your goals
  • Understand how to protect your income

Retirement Planning – $950

  • Includes everything in cash flow planning
  • Determine when you can retire
  • Determine how much you need to retire
  • Determine when you should take your CPP
  • Understand your tax liability in retirement and how to minimize the amount you pay
  • Ensure your retirement income is protected
  • Ensure you have enough guaranteed income to live a great life

Business Retirement Planning – $1,150

  • Includes everything in cash flow planning
  • Includes everything in retirement planning
  • Create tax efficient strategies to sell, transition or wind up your business (succession planning)
  • Create tax efficient strategies to withdraw funds from your company
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