Transparent monthly pricing and inclusions
We offer simple subscription plans for Canadians seeking professional planning. All fees, including taxes and APR, are disclosed at checkout, with no hidden costs or long-term contract requirements.
Meet our experienced team
Licensed professionals dedicated to your planning
Maria Adams
Lead Advisor
Areas
Maria leads client consultations and adapts recommendations to individual goals based on her Canadian regulatory experience.
Robert Singh
Senior Planner
Specialties
Robert supports complex planning discussions and ensures policy and reporting comply with Canadian standards.
Sophie Tran
Planning Advisor
Strengths
Sophie creates tailored guidance for ongoing planning decisions and timely updates for subscribers.
Michael Wang
Client Relations
Focus areas
Michael specializes in helping clients clearly articulate their goals and facilitating transparent communication.
How our subscription planning works
Understand each step in our process, from your initial consultation to regular client communications. Our approach focuses on convenience, privacy, and value for Canadian professionals.
Initial onboarding consultation
We begin with a secure, confidential meeting to discuss your objectives and subscription preferences.
Your goal
Clarify your expectations, scheduling preferences, and compliance needs.
What we do
Review your information, explain how the subscription works, and answer your preliminary questions in detail.
How we do it
Video or phone call with a licensed Canadian advisor; all documents shared through secure channels.
Key tools
Online forms, encrypted client portal, Canadian privacy resources
Deliverables
Personalized summary with next steps and clear fee schedule
Customized planning discussion
Your advisor reviews relevant information and explores topics important to you.
Your goal
Identify and prioritize specific areas where ongoing support is helpful.
What we do
Listen to your needs, discuss topics of interest, and help set scheduling and frequency for recurring sessions.
How we do it
One-on-one advisory meetings using secure online or phone channels, tailored to your availability.
Key tools
Consultation templates, goal tracking worksheet
Deliverables
Session summary with practical suggestions
Review and reporting
Receive regular updates and recommendations tailored to your current needs and market context.
Your goal
Keep you informed and support decision-making with relevant reports and action items.
What we do
Advisors prepare reports and provide written or verbal summaries based on your subscription plan and consultation intervals.
How we do it
Secure file transfers and online dashboard with encrypted access for report sharing.
Key tools
Client portal, reporting software
Deliverables
Periodic reports and actionable insights
Ongoing support and communication
Access advisor support for questions and updates throughout your subscription—when needs change, adjustments are made promptly.
Your goal
Ensure reliable access to your advisor and clarity about all communications and session timing.
What we do
Provide fast responses to your inquiries, help revise goals or topics, and confirm appointment changes as needed.
How we do it
Direct communication channels, including secure email and phone access during business hours.
Key tools
Contact directory, secure messaging
Deliverables
Updated communications log and confirmation of any plan changes
Subscription pricing and options
Flexible, clear monthly plans
Essential
Professional planning, advisor access, secure reports, all fees and taxes included.
- Advisor consultations
- Canadian compliance
- Monthly reporting
- Secure portal access
- No hidden costs
Advanced
Enhanced scheduling, direct priority access, comprehensive reporting and clarity on all subscription fees.
- All Essential features
- Priority scheduling
- Comprehensive reports
- Dedicated advisor
- All taxes included
Premium
Full service, personalized scheduling, fast response and maximum flexibility, everything included in a single monthly rate.
- All Advanced features
- Personalized scheduling
- Expedited responses
- Maximum flexibility
- Transparent APR rates
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