💰 Pricing
Clarity comes first
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My work is focused on helping you understand your financial situation clearly—so you can make confident decisions.
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Fees reflect the time, structure, and care required to do that well.
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I do not sell financial products or earn commissions.
My role is to provide objective, independent guidance—focused entirely on what is right for you.​
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How I Work
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Each engagement is structured and tailored to your situation.
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We begin with a conversation to understand where you are, what matters most to you, and what level of support is appropriate for you.
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From there, we define a clear scope of work—so you know exactly what to expect.
What You Can Expect
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A calm, structured, and thoughtful approach.
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No pressure. No product sales. No hidden incentives.
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My role is not to tell you what to do—
but to help you understand your options clearly, so you can make decisions with confidence.
Typical engagements are outlined below. We determine the right fit together based on your situation.
1
Core Planning Engagement — $2,400 + HST
A structured process to bring clarity to your full financial picture.
This includes:
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Organizing your current situation (income, assets, obligations)
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Identifying key decisions and trade-offs
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Developing a clear, practical path forward
This is where most clients begin.
2
Comprehensive Planning & Investment Review — $3,000 + HST
Includes everything in Core Planning, with deeper analysis and coordination.
This is appropriate when:
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You have multiple moving parts (investments, income sources, tax considerations)
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You want a second opinion on your investment structure
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You are making larger or more complex financial decisions
3
Investment Audit (Standalone) — $1,500 + HST
A focused review of your investment portfolio.
This includes:
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Assessment of structure, costs, and alignment
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Identification of gaps or inefficiencies
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Clear, independent recommendations
4
Complex Engagements
For more involved situations, engagements are quoted based on scope.
This may include:
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Business owners
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Multiple properties or income streams
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Cross-border or advanced planning considerations
