Our fixed-fee approach is transparent and based entirely on the complexity of your situation...
... Because your level of wealth should not dictate how much you pay
We are proud to be part of the financial planning profession. We should not be confused or compared with traditional wealth management. We believe that charging fair and transparent fixed fees will ensure we form a lifelong relationship that will enable us to give you financial advice in a way that most improves your life.
Our fees are very different than the norm in the traditional financial advice industry, where charging a percentage of your investments, regardless of performance or the work involved, is common place. We want to be measured by the impact your decisions have on your life, not on your investments' relative performance against an index or a benchmark.
Your Financial Planning Investment
With our fixed-fee structure you will always know exactly what you are paying for and what you will get in return
START WITH A
Financial Plan
A complete review of where you stand financially to help you make better decisions and address immediate financial issues.
Assessment of your current financial position. Including but not limited to:
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Cashflow
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Taxation
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Investments
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Risk Management
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Long-term projections
Exploration of your goals and objectives
Development of an implementation plan so you can start taking action
Starting at $4,020
CONTINUE WITH ANNUAL
Financial Planning
An ongoing relationship with us so that you can take a proactive approach to managing your finances.
Biannual financial planning meetings (or as needed)
Ongoing investment strategy calibration
Goal progress updates
A partner to help you stay on track
Ongoing guidance to help you navigate any financial decisions you face
Collaboration with other professionals in your life
Starting at $3,360 per year
ADD ON
Financial Coaching
Financial Coaching is a supportive, practical service for individuals who want guidance, clarity, and structure as they work toward better money habits and long-term financial confidence. It helps people understand their choices, build sustainable routines, and stay accountable to the goals that matter most in their daily lives.
Monthly coaching meetings focused on goals, habits, and personal financial decision-making
Support with building healthy money behaviours, including saving, spending, and debt management
Guidance on budgeting, cash flow routines, and setting up simple systems that actually work
Help understanding financial documents, statements, and everyday financial tasks
Accountability check-ins to keep progress on track and adjust plans as life changes
Support for major decisions, transitions, or challenges that require steady financial thinking
Clear action steps after each session to create momentum and confidence