Ongoing financial planning for Canadians
Experience hassle-free, subscription-based financial planning for a flat monthly fee of $250. Our ongoing support and transparent pricing help you make confident decisions without complex contracts.
Results may vary. This service does not guarantee financial outcomes. Please review all terms before subscribing.
Benefits of our service
A subscription model designed for ongoing support and clarity. Enjoy flexibility, transparency, and expert guidance tailored to your needs.
Dedicated advisor access
Reach out for personalized help as your situation evolves.
Timely response to questions
Guidance on changing circumstances
Flexible scheduling
Arrange consultations when you need insight or review.
Book sessions on your timeline
No annual contracts required
Transparent costs
One clear monthly fee makes planning your budget easier.
No hidden charges
Consistent, predictable pricing
Who we are
A team of experienced planners
Our team is dedicated to supporting your journey with expertise and integrity. We offer unbiased advice, focusing on your evolving needs and providing analytical reviews when you need them.
Every subscription includes access to responsive service and clear communication. We do not promote or sell financial products, ensuring our guidance remains neutral.
Our advisors are committed to delivering value and clarity, helping you understand your options without pressure. We tailor our approach to fit your unique situation.
How our subscription works
For $250 per month, you receive continuous access to planning consultations and analytical reviews. There are no hidden charges or product sales—just clear advice and support tailored to your needs.
Schedule meetings on your timeline. Our team remains available to answer questions and help you navigate decisions with confidence.
Client feedback
Hear how our subscription model makes a difference
David Chen
Small Business Owner, Urban Eats
Needed clear, ongoing guidance while managing business and personal finances.
Monthly consultations helped clarify options and enabled better planning. Appreciated predictable fees and responsive support.
"Having a dedicated advisor available for questions and reviews made a real difference. The flat monthly fee means I always know what to expect."
Sophie Martin
Marketing Manager, Bright Solutions
Wanted unbiased advice to adapt to changing financial goals and career moves.
The subscription allowed flexible booking and quick responses. The absence of product sales made the experience trustworthy.
"The service is straightforward and transparent. I feel supported and never pressured—a refreshing change from past experiences."
Amrit Singh
Project Coordinator, NextGen Build
Struggled with planning due to unpredictable work schedules and frequent changes.
Flexible scheduling and ongoing support provided peace of mind. Analytical reviews helped me understand my situation better.
"I appreciate the flexible approach. The team is responsive, and the monthly subscription keeps things simple."
Frequently asked questions
Start your subscription today
Transparent, ongoing planning for Canadians
One monthly fee, no hidden charges