Fees

As certified financial planners, we have structured our engagement fees into two options:

Option 1:
Financial planning which involves no products of life insurance and segregated funds, fees range from $2,000 to $5,000, depending on the complexity of the planning.

If implementation of the financial plan involves legal and accounting services, clients are responsible for the fees of those advisors.

Option 2:
Financial planning which results in the placement of life insurance, segregated funds or annuities, we will waive the engagement fees. We will receive our compensation directly from the insurance companies.

If implementation of the financial plan involves legal and accounting services, clients are responsible for the fees of those advisors.

OUR SERVICES


“Price is what you pay. Value is what you get.”

– Warren Buffet