Simple Monthly
Subscription
Explore tiered monthly plans ($250–350/month) for ongoing financial consultations. Clear pricing means you know exactly what to expect, with no surprise fees or commitment beyond your current month.
Meet Our Dedicated Advisor Team
Claire MacDonald
Senior Consultant
With 12 years in financial services, Claire specializes in tailoring advice to different life stages. She is dedicated to ensuring clients feel heard and supported every month.
Patrick Singh
Consulting Partner
Patrick brings a collaborative approach to every consultation and focuses on building strategies that respond to life’s ongoing changes.
Raymond Leblanc
Advisor
Raymond is known for clear communication and attention to detail. He helps clients understand each aspect of their subscription and financial plan.
How the Subscription Works
A straightforward, step-by-step experience for clients across Canada.
Start Your Subscription
Choose your preferred monthly plan and sign up online. No complicated documents.
Secure sign-up with transparent pricing.
Connect With Your Advisor
Receive a welcome call from your designated advisor within 48 hours after signing up.
Advisor assignment based on your preferences.
Ongoing Consultations
Participate in monthly sessions designed to adapt to your evolving needs over time.
Schedule extra sessions when needed.
Review and Adjust
Evaluate and update your consultation plan at any time to reflect life changes or new goals.
No penalty for changing your subscription.
Choose Your Monthly Subscription
All plans include consultations, follow-ups, reporting, and direct support.
Essential Plan
Foundational monthly consultations and regular check-ins for steady support.
- Monthly consultation with certified advisor
- Summary report after each session
- Secure digital account access
- No sign-up fee or cancellation penalty
Comprehensive Plan
Expanded consultation time, advanced questions, and priority booking options included.
- All Essential Plan features included
- Longer monthly sessions
- Priority email and phone support
- Personalized annual review
Premium Plan
Maximum monthly access with flexible booking and detailed planning reviews.
- All Comprehensive Plan features included
- Multiple sessions monthly
- Flexible time slots available
- Detailed quarterly progress reports
Important Pricing Details
Subscription fees are billed monthly and include all consultations, summaries, and reporting.
No set-up or cancellation fees with any plan; changes require notice as stated in our terms.
Your advisor will clarify all included services and optional features before you begin.
Regulatory Notices
Results may vary. Past performance does not guarantee future outcomes.
All advisors on our team are certified under current Canadian regulations.
Compare Our Model
How our subscriptions stand apart