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Appointment
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Discovery Meetings and General Consultations
No Cost, No Obligation Discovery Meeting
30 minutes
Investment Analysis Services
Portfolio Analysis <$25k investments
1 hour
@
$ CAD249.00
Portfolio Analysis > 25k current investments
1 hour 30 minutes
@
$ CAD349.00
Portfolio Analysis >$250k current investments
2 hours
@
$ CAD399.00
Consultation >$500k Investable Assets: Custom Pricing
2 hours
Workshops, Home Buyers, and Advisor Audits
Investment Basics Workshop
2 hours
@
$ CAD199.00
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