Learn more about our subscription pricing

To begin, visit our website and select the subscription option. You’ll be guided through a simple online form requesting your contact details and basic information about your planning needs. Our process is straightforward—there are no lengthy questionnaires or unnecessary paperwork. Once submitted, a confirmation email will outline the next steps, including how and when your advisor will reach out. Should you have questions at any stage, our team is available to help. Your privacy is paramount, and all data is handled securely under Canadian regulations.

After signing up, your assigned advisor will contact you to schedule an initial consultation. This session is designed to learn about your goals, challenges, and preferences. Together, you’ll discuss your current financial landscape and identify areas where ongoing guidance may help. The initial meeting typically takes place virtually and is scheduled at a time that’s convenient for you. This collaborative approach ensures your plan is tailored from the outset and remains flexible as your needs change.

Each month, your advisor provides a focused review session. These conversations are analytical but practical, aiming to help you understand current dynamics and consider resource allocation. Sessions can be held by phone or video call, according to your preference. This ongoing format ensures you benefit from continuous support and adjustments as your situation evolves. All consultations are included in your monthly subscription, with no additional fees.

As your needs or priorities shift, your advisor will work with you to adjust the focus of your planning. Whether you encounter new challenges or want to explore different approaches, your subscription provides access to evolving guidance and transparent communication. This ensures your planning remains relevant, and you always feel supported. All updates are discussed collaboratively, with your preferences leading the way.