| Plan Name | What’s Included | Price (CAD) |
|---|---|---|
| Starter Plan | One-time 90-minute consultation + written plan | $249 |
| Growth Plan | Quarterly consultations, tax support, and investment review | $749/year |
| Executive Plan | All services for high-net-worth individuals + priority access | $1,399/year |
| Business Plan | Strategic financial consulting for small businesses | Starting at $1,699/year |