Starter Plan – CAD $250/month
Ideal for individuals or families
✔ Personal budget review
✔ Retirement plan basics
✔ Monthly check-ins
✔ Tax season support
Business Plan – CAD $950/month
For small to medium-sized enterprises
✔ Financial forecasting
✔ Tax strategy and CRA compliance
✔ Cash flow optimization
✔ Quarterly performance reports
Corporate Elite Plan – CAD $2,750/month
For large businesses and high-net-worth clients
✔ Comprehensive financial advisory
✔ M&A and restructuring consulting
✔ Investment and portfolio management
✔ Dedicated account strategist
✔ On-demand support