Services, Quotes & Rates
Holistic Financial plans, with ongoing support and guidance:
Free Basic Financial Plan
Free Basic Financial Plan $0 (limited time offer)
CAD$0/Limited Time
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Individual
$20/month or $220/year (limited time offer)
CAD$20/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Family
$30/month or $330/year (limited time offer)
CAD$30/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Business
$50/month or $550/year (limited time offer)
CAD$50/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Free Basic Plan
Comprehensive Individual
Comprehensive Family
Comprehensive Business
Have questions? Request a call or contact us at 416-738-9721
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Did you know that there are over 2,500 biblical verses on money and stewardship?
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Trevor Chew, CKA®, CFP®, CLU®
President
416-738-9721
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