💰 Pricing

Clarity comes first

Financial planning should bring clarity — not more complexity.

My role is to help you understand your situation, organize your finances, and make confident decisions.

I work on a fee-for-service basis, so the focus is entirely on you — not products or commissions.

How I Work

Each engagement is structured and tailored to your situation.

We begin with a conversation to understand where you are, what matters most, and what you’re trying to achieve.

From there, we define the appropriate scope — so you receive clear, focused guidance.

What You Can Expect

A calm, structured, and thoughtful process.

No pressure. No product sales. No hidden incentives.

My role is to help you understand your options clearly, so you can make confident decisions.

Typical engagements are outlined below. We determine the right fit together based on your situation.

If you’re not sure which engagement is appropriate, we’ll determine that together during the initial consultation.

Core Planning Engagement — $2,400 + HST

A structured process to organize your financial life and bring clarity to your most important decisions.

Organize your current financial position
Identify what matters most
Clarify priorities and trade-offs
Define clear next steps

Comprehensive Planning & Investment Review — $3,000 + HST

A deeper engagement for those who want to review both their overall plan and investment structure together.

Everything included in Core Planning
Review of your current investment approach
Alignment of investments with your goals and structure
Clear, independent guidance on next steps

Investment Audit (Standalone) — $1,500 + HST

A focused review of your investment portfolio, independent of product sales or management.

Assessment of your current investments
Review of fees, structure, and allocation
Identification of potential gaps or inefficiencies
Clear, independent recommendations

Complex Engagements

For situations that require a broader or more detailed scope.

Multiple accounts or income sources
Corporate or advanced planning considerations
Ongoing or extended support
Scope and fees determined based on your situation

Getting Started

If you’re unsure where to begin, that’s completely normal.

We can start with a simple conversation and determine the appropriate next step - together.

Start with a conversation