Our Fee Schedule

The Flat Fee For Your Financial Plan is Set Before We Start

Financial Plans For Single Individuals

Your Fee Only Plan Will Cover The Following:

  • Strategic Investment Drawdown
  • Strategies That Maximize Cashflow
  • Get More Without Saving More
  • Getting The Most Out of CPP
  • Getting The Most Out of OAS & GIS
  • Reducing Your LIFETIME Tax
  • Work Pension Decisions
  • 4 Staged Retirement Spending
  • Deciding If and When To Downsize
  • Coordinating Encore Careers

Price:$2,500 – $4,000

Financial Plans For Families and Couples

Your Fee Only Plan Will Cover The Following:

  • Everything in The Solo Plan PLUS
  • Maximizing Spousal Income Splitting
  • Spousal RRSP & Pensions
  • Coordinating Your CPPs
  • Reducing OAS and GIS Clabacks
  • Household Tax Coordination
  • Suvivor Income Tests
  • Property Ownership Decisions
  • Family Meeting For Estate Plans
  • Children's Real Estate Planning

Price: $3,000 – $5,000 

Financial Plans For Business Owners.

Your Fee Only Plan Will Cover The Following:

  • Everything in The FAMILY Plan PLUS
  • Corporate Structure Planning
  • Family Income Planning
  • Planning For Sale or Wind-Down
  • Dividend Planning
  • Adding A Holding Company?
  • Maximing Tax Free Business Sale
  • Risk Management
  • Corporate or Rental Property
  • Corporate Insurance Plans

Price: $5,000 – $12,000

We will always agree on a single fee before our engagement begins.
The fee you pay for your plan depends on the complexity of your financial situation.

We refuse to take on any engagement unless...

we can clearly create value worth multiples of your fee.

(Complexities include: multiple rental properties, having a corporation or holding company, business activities, RSUs, PSUs, stock options, retirement arrangements, multiple companies and investment holdings, limited partnerships, blended families, investments or citizenship in countries outside Canada, etc.)

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