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Plans
Please Contact Us Before Proceeding with Any Purchase
Investment Referral based Planning
0$Transferring an Investment Account, RRSP, TFSA etc to one of our Amazing Partners provides Ongoing Support and PlanningFree Plan- 🔹 Full Service Planning, Follow Ups, Unlimited Updates
- 🔹 VIP On Demand Service and Meetings
- 🔹 $0 to $250,000 - 0.99% Annual Fee
- 🔹 $250,000 to $750,000 - 0.88% Annual Fee
- 🔹 $750,000 and Up - 0.77% Annual Fee
- 🔹Platform and Fund Fees are around +/- 0.5% and Capped
- 🔹 Full Fee Schedule disclosed
Essential Plan
199$Get a detailed Plan and Find out if you are on the Right track. Pre Retirees Only at least 10 years away from Retirement.Valid for 3 months- 🏆 Education Planning Included
- 🏆 Insurance Planning Included
- 🏆 Retirement Planning Included
- 🏆 Setup plus 2 On Track Meetings
- 🏆 Email and Voice Access
I'm Ready!
399$Can you successfully Retire Today?Valid for 6 months- 🎩 Full Analysis and Reports with Consult.
- 🎩 3+ Hours of consultations as Needed
- 🎩 Detailed Action Plan
- 🎩Priority Email and Voice Access for 6 months
FRP - Full Retirement Planning
799$Full Retirement Report. With Enhancements and Action Plan.Valid for 12 months- 💎 Custom Investment Review & Risk Assessment
- 💎 Advanced tax & estate planning + Charitable Giving
- 💎 Unlimited Email & Chat support – Ask your advisor (9-5pm)
- 💎 Retirement Withdrawal + Tax Saving Strategies
- 💎 VIP email and Voice Access for 1 year
- 💎 Unlimited Updates for 1 year.
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