| Flat fee service (no extra billing) | Annual Renewal (no extra billing) |
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|---|---|---|---|---|---|---|
| Assets Under $75,000.00 | Assets from $75,000 to $1,000,000* | Individual Modules | Incorporated Company | Annual Renewal | Hourly Rate | Retired Person(s) |
| $2695.00 | $3995.00 | $650.00 | $4995.00 and $960.00 for annual renewal | $650.00, does not include incorporated companies | $185.00 | Special quote, either flat fee or hourly |
| Comprehensive Financial Plan. See our Website for a breakdown of the six step planning process. Included with the above is a new Will, power of attorney, living will, tax preparation and online access. | Comprehensive Financial Plan. See our Website for a breakdown of the six step planning process. Included with the above is a new Will, power of attorney, living will, tax preparation and online access. | As required by letter of engagement for individual modules. Individual Modules 1) Tax Plan and Preparation 2)Retirement Planning 3) Investment and Savings 4) Education Planning 5) Financial Planning which includes but is not limited to budgeting and insurance 6) Estate Planning | Comprehensive Financial Plan for personal and corporate Corporations with more than four employees requires a special quote. Annual Personal and Corporate Tax preparation including issuing of T slips and CRA T slip reporting. GST returns are not generally included. Incorporation costs can be included for an extra fee. | Continued Monitoring of Financial Plan or Module. Annual Tax Preparation Online access to your financial plan and records including but not limited to: comprehensive investment statements. Corporate renewal fees include all of the above plus annual corporate t slip reparation and reporting. | Billed hourly defined by whichever service is chosen. | Defined by whichever service is required. |