Schedule Appointment with u-ONE Wealth Management Corp. Ltd.

- Financial Check-up
  30 minutes
- Investment Review
  30 minutes
- Retirement Plan Review
  30 minutes
- Life Insurance Planning
  30 minutes
- Home Ownership (RRSP-Home Buyers Plan)
  30 minutes
- Financial Check-up (In-Home Service)
  2 hours @ CA$100.00
Debt Management
- Debt Payment Strategy
  2 hours @ CA$189.00
- Credit Score Improvement
  1 hour @ CA$100.00
- Consolidation or Bankruptcy
  2 hours @ CA$189.00
- First-time Home-buyer Plan (online)
  1 hour
- RRSP Loan
  30 minutes
- First-Time Home-buyer Plan (Office Meeting)
  1 hour
Estate Planning
- Will Review
  1 hour @ CA$100.00
- Wealth Transfer
  2 hours @ CA$189.00
Financial Management
- Financial Management Plan
  1 hour @ CA$189.00
Investment
- Education Planning
  1 hour @ CA$100.00
- Portfolio Management
  1 hour @ CA$100.00
- Portfolio Design
  2 hours @ CA$189.00
- Investment Presentation
  30 minutes
- RRSP Application
  30 minutes
- Detailed Investment Presentation
  1 hour
- RESP Review
  30 minutes
- Non-Registered Investment Application
  30 minutes
- TFSA Application
  30 minutes
- Registered Disability Savings Plan (RDSP)
  1 hour
Retirement
- Pension Planning
  2 hours @ CA$189.00
- Personal RRSP Planning
  1 hour @ CA$100.00
- Retirement Check-up
  30 minutes
Risk Management
- Life Insurance Review
  1 hour
- Non-Life Insurance Review
  1 hour @ CA$100.00
- Insurance Presentation
  30 minutes
- Life Insurance Policy Review
  30 minutes
- Life Insurance Policy Delivery
  30 minutes
- Health, Vision, and Dental Insurance Application
  30 minutes
- Health, Vision, and Dental Insurance Presentation
  30 minutes
- Disability Insurance Application
  1 hour
Taxation
- Personal Tax Minimization
  1 hour @ CA$100.00
- Business Tax Minimization
  1 hour @ CA$500.00
- Family Tax Planning
  2 hours @ CA$500.00