Fee For Our Financial Planning Services

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For whom looking to build a customized Retirement and Estate plan

• Financial Management – Understand your cash flow & net worth
• Investment – Establish how you should invest your money
• Risk Management – Determine if you are adequately insured
• Tax  – Get an assessment of tax strategies to maximize cash flow while minimizing taxes
• Retirement  – Validate that you are on track to meet your retirement goals.  Avoid having to pay back your old age security when you retire due to income generated from your investments. When you shall take CPP and OAS. 
• Estate – Ensure the appropriate plans to reduce your tax bill on death and documentation are in place.
• Income strategy - provide you different scenarios during  retirement stages
• 6 months of retainer services - valued at $3,000

 For whom with multiple rental properties or a corporation plan

• Include all items in the Standard Financial Plan
• Transfer  your assets from corporate to personal tax efficiently
• Maximize tax benefit for Capital Dividend Account
• Provide Corporate income and tax planning
• Show detailed cash flow and tax analysis in different scenarios. i.e., Delay OAS, CPP, purchase or sell properties, inheritance etc.
• Analysis up to 3 rental properties
• Plan your Pension options