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We prepare plans and projections on a fee-only basis. We charge an hourly rate, however, our initial project will be provided on a fixed fee basis as outlined in our Consulting Engagement Agreement. This fee will vary by the time and compexity of the project requied. We do not have mimimum fees. All services are provided under three options - fixed fee, time and charges or on periodic retainer. See our Summary of services and fee schedule.
Schedule of Consulting Fees (Before GST) | Service | Summary of Service | Fee Scale | | Custom Plan(Single purpose)+ Initial Projection | Financial Plan, Retirement Plan, Retirement Income Security, Estate Plan | $3,200 - $3,800 | | Custom Plan(2+ major areas)+ Initial Projection | e.g. Retirement Plan + Wealth Management Strategy | $3,800 - $4,800 | | Investment Manager Search + Investment Policy Statement implementation | Research and selection of discretionary Portfolio Management Firms. | $5,000 | | Implement Planning Recommendations | Investment account transfers & consolidations,Estate Planning work etc | $1,200 - $2,800 | | Wealth Management Services (‘WMS’) | Portfolio monitoring, performance reviews and asset allocation advice | $750 - 2,000/quarter | | Financial & Retirement Planning Consultations | Analysis & Research Consultation Reports | $125/hour $225/hour | | Tax Preparation and Tax Planning | Individual (T1) Canadian Returns only | $125/ hour | | Divorce Financial Planning | Financial Planning for mediated & collaborative | $225/hour
Retainer fee only | | Severance Counselling + Pension Option Counselling | Counsel on severance packages including pension payment option selection | $125/hour | | Update to Initial Plans & FPS Projections | Update Plan Objectives(Max. 2 scenario projections) | $125/hour | | Expense Recovery | Out of pocket costs And travel expense | Recovery (no mark-up), Travel at current rate/km |
Effective January 1, 2008 |
New Clients 
