Choose Your Financial Planning Path
Transparent subscription pricing for comprehensive financial planning consultations and analytical reviews
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial planning guidance and market insights
per month
- Monthly consultation session (60 minutes)
- Basic market analysis and insights
- Email support for quick questions
- Access to planning resources library
Comprehensive Planning
Our most popular option — complete financial planning with ongoing support and detailed analysis
per month
- Bi-weekly consultation sessions (60 minutes each)
- Detailed market analysis and strategic insights
- Priority email and phone support
- Personalized planning documents and reports
- Quarterly comprehensive financial review
Premium Planning
Maximum support for complex financial situations requiring intensive planning and analysis
per month
- Weekly consultation sessions (60 minutes each)
- Advanced market analysis with sector insights
- 24/7 priority support access
- Custom financial planning reports and projections
- Monthly strategic planning workshops
- Direct access to senior planning consultants
Subscription Details and Terms
Payment Processing
All payments are processed securely through encrypted channels. No setup fees or hidden charges apply to any subscription plan.
Tax Information
All prices include applicable Canadian taxes (HST/GST) where required by provincial regulations.
Displayed prices include all applicable taxes and fees
Billing and Renewal
Subscriptions are billed monthly in advance. Automatic renewal ensures uninterrupted access to your financial planning consultations and support services.
Cancellation Policy
Cancel your subscription at any time with 30 days notice. Access continues through your current billing period with no additional charges or penalties.
Licensed Financial Planning Service Provider - Registration Number FPS-2019-0847
Important Financial Information
No credit products offered - subscription fees are paid monthly with no interest charges or financing terms
Questions about our pricing or need help choosing the right plan? Contact our team for personalized guidance Get in Touch