We Make Pricing Simple.

For Canadian Employees

Up-front planning fee of $2,000
+
Ongoing annual fee of 1.25% of investments managed by our firm.
*Pricing negotiable on investments over $1million
Get Started Today
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Organization of personal assets
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Lifestyle optimization planning
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Cashflow optimization
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Debt elimination Strategies
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Employee benefits analysis
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Equity compensation planning
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Financial life planning
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Parental leave planning
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Retirement planning
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Evidence-based investment strategies
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ETFs & index funds
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Personal insurance analysis and quotes
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Quarterly Reviews

For Canadian Business Owners

Up-front planning fee of $3,500
+
Ongoing annual fee of 1.25% of investments managed by our firm.
*Pricing negotiable on investments over $1million
Get Started Today
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Organization of corporate assets
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Corporate cashflow planning
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Dividends & salary optimization
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Holding company investment planning
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Corporate insurance plans
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Corporate pension planning
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Corporate growth planning
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Home buyers planning
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Organization of personal assets
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Cashflow optimization
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Debt elimination Strategies
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Personal benefits analysis
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Financial life planning
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Retirement planning
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Evidence-based investment plans
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ETFs & index funds
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Personal insurance analysis and quotes
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Quarterly Reviews

For Households With less than $50k Income

We offer one free financial plan a month for Canadians with household income less than $50,000
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Organization of personal assets
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Lifestyle optimization planning
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Budgeting assistance
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Debt reduction strategies
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Credit building assistance
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Employee benefits analysis
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Equity compensation planning
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Financial life planning
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Parental leave planning
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Education planning

The Business Tax & Investing Course

Total Value: $1,894
Yours today for only $194.61

Here’s what you will learn when you enroll today

Video Lessons on how to:

  • Save thousands in our salary vs dividend class
  • Invest smartly to minimize tax on returns
  • Keep more of your money using tax sheltered accounts
  • Follow a Nobel Winning economist approach to investing
  • New Modules Updated Frequently!
  • Office Hours To Ask Questions Live
Grab Yours TodayLearn More
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Learn how to Become a Wealthy Millennial

You'll receive our weekly newsletter with insights & tips on planning to retire, paying less tax & the latest financial trends that apply to millennials.

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We assist Millennials in building wealth so they can live well, give generously and leave a legacy.

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