Fee Structure

Financial Consultation

A detailed description of financial consulting can be found here.

Fees for these consultations are billed at the rate of $75 plus HST for each 30-minute time segment.

Financial Coaching

Situations and needs differ, but fees for this service are typically in the range of: $150 to $300 plus HST per three-month period.

A detailed description of financial coaching can be found here.

Financial Planning

Fees range from $1,500 to $4,000 plus HST, depending on the complexity of the situation.

A detailed description of financial planning can be found here.