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Subscription Pricing Plans

Guaranteed Success

I work with clients, providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services I offer and get in touch to achieve immediate results.

Analysing the Data
Analysing the Numbers
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Base Value

A Comprehensive Approach

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

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Enhanced Value

Expert Guidance

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

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Ulitmate Value

The Path to Success

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

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Interested in getting advice from an experienced and professional Financial Planner? Call me today and see what I can do for you.

Pricing: Services

Our Fees

We understand that everyone has their own unique needs and our fee structures are reflective of that.

Pricing: Services

Fee for Service

Our Fee for Service option has our team gather and review your information to encompass your money, your goals, and your values to prepare a comprehensive financial plan.

Fee-Based Service

Our Fee-Based service plan provides you with ongoing financial planning and help with your investments. We will meet on a quarterly/bi-annually basis or as life events happen. Our team will be on-call, acting as your Personal CFO as a part of our FirstCall Client Benefit for Fee-Based Service clients, providing you guidance for all your life's events.

Other Optional Services Available at an Additional Fee:

  • Personal Tax Preparation​​ (T1)

  • Corporate Tax Preparation (T2) for Small Businesses

  • Bookkeeping for Small Businesses

  • Personal Financial Coaching

  • Financial Literacy Courses

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