Discover subscription planning

Financial planning with clear monthly pricing

One flat fee for ongoing personal guidance

Our subscription-based approach takes the guesswork out of financial planning. Receive monthly reviews, direct access to experts, and flexible support—all for a simple, predictable fee.

Monthly sessions

Regular plan updates

Personal guidance

Direct expert access

Subscription advantages explained

Reliable financial planning designed for ongoing support and transparency, not quick fixes or product sales.

Included

Flexible scheduling

Book monthly sessions that fit your calendar.

Choose convenient times for reviews.

session/month

Secure

Confidential access

Your information stays private and secure.

Privacy and data security prioritized.

100%

confidential

Simple

Transparent pricing

No hidden charges, just one monthly fee.

$250/month covers all consultations.

$250

per month

Unbiased

Objective recommendations

Advice is tailored to you, with no product sales.

We don’t accept commissions.

commissions

Flexible

Adaptable planning

Your plan adjusts as your needs change.

Ongoing support for life’s changes.

Monthly

reviews

Local

Canadian expertise

Our team understands Canadian financial needs.

Built for Canadian clients.

100%

Canadian

Accessible

Direct communication

Contact our planners with any questions.

Easy to reach support team.

Always

available

Meet your planning team

Expert support dedicated to your financial well-being

Our advisors are committed to clear, unbiased guidance, ensuring your experience is professional and trustworthy every month.

Monthly check-ins

Stay on track with regular reviews.

Confidential service

Your privacy is always protected.

Transparent pricing

No surprise costs, just one set fee.

Adaptable approach

Your plan adjusts as your needs change.

No product sales

Advice without commissions or sales.

Direct support

Access our planners whenever needed.

Ready for consistent planning?

Book a call or learn more about our subscription-based approach to financial guidance.

Learn more

How our subscription works

With a $250/month subscription, you receive ongoing financial planning support tailored for Canadians. Each month, you can schedule a review session to discuss your progress, make adjustments, and ensure your plan aligns with your current needs. Our team remains available for questions between sessions, and you’ll never encounter hidden fees or surprise charges. Pricing is transparent, and our focus is on giving you clarity, not selling financial products. You’re always in control of your subscription and can adapt your plan as your circumstances change. Results may vary depending on individual situations. Past performance doesn’t guarantee future results.

What you can expect

You’ll have access to your dedicated planner, transparent pricing, and a flexible schedule for monthly reviews. Each session is private and focused on your personal goals. Our team does not sell financial products or accept commissions, ensuring that recommendations are objective and in your best interest. You can reach out between sessions for support, making the subscription ideal for those who want steady guidance without pressure or upselling. Results may vary, and we encourage clients to discuss any specific concerns directly with their planner.

What our clients say

Alex Morgan

Small business owner

"Before subscribing, I struggled to keep my finances organized. Now, the monthly check-ins keep me accountable, and the advice is always unbiased. I appreciate having a clear fee and no pressure to buy products."

Priya Patel

Healthcare professional

"I value the straightforward approach—no hidden costs or complicated products. My planner helps me adapt as things change, though sometimes I wish sessions were a bit longer. Still, the transparency is a big plus!"

Sarah Chen

Teacher

"This service gave me peace of mind. I can ask questions any time, and the monthly reviews fit my schedule. It’s not a miracle fix, but it helps me feel more in control of my finances."

Frequently asked questions

Quick answers to common questions

How does the subscription fee work each month?

Pricing

You pay $250 monthly, covering all planning sessions and ongoing support. There are no additional or hidden fees.

subscription monthly fee

Is my personal information kept confidential?

Privacy

Yes, all details shared with us are treated privately and protected by Canadian privacy laws.

confidentiality privacy law

Can I cancel my subscription at any time?

Subscription

Absolutely. You have full control and can cancel or pause your subscription without penalty.

flexibility cancellation

Do you sell financial products or earn commissions?

Advice

No, our service is strictly advice-based with no product sales or commission incentives.

unbiased no sales

Experience financial planning made simple

Join our subscription and benefit from transparent, ongoing support with no product sales or hidden fees.

Transparent pricing

See our pricing plans

Explore our monthly subscription details and find out how our approach fits your needs.

View pricing

Learn about our advisors

Meet the team dedicated to your financial well-being.

Contact our team

Reach out for questions or to schedule a call.

Privacy protected

No hidden fees

Unbiased advice