Your Wealth.
Our Expertise.
Expert guidance to help your money grow, stay protected, and work harder for you.
Free Investments for Beginners PDF Guide
Inside the Guide
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5 Steps to Start Investing: The roadmap most beginners wish they had
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Investment Terms Made Simple: ETFs, stocks, dividends
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Your First Financial Goal: Learn how to set goals that actually grow your money
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Sample Budget & Investment Plan: See how small moves can make a big difference
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Next Steps to Open Your First Account: Avoid beginner mistakes and start confidently
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Discover tips that could save you years of trial and error
Investment Account Setup - $50 CAD
Start Investing the Right Way.
We’ll walk you through setting up your first investment account. Safely, strategically, and tailored to your goals.
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Includes:
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Guidance on setting up a TFSA Account
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Brokerage comparison (Questrade, Wealthsimple, etc.)
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Step-by-step walkthrough (via Zoom or email)
Tax Filing & Planning - $179 CAD
Keep More of What You Earn.
We simplify your tax process and ensure you’re leveraging all deductions and credits available to you.
Includes:
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Federal and provincial tax filing
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Investment and capital gains review
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RRSP/TFSA optimization strategies
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Year-round tax-saving guidance
Why it’s worth it:
With our guidance, you’ll pay less tax legally, make smarter financial moves, and have peace of mind knowing your filings are handled professionally.
Tier I - Investment Portfolio Review - $260 CAD
Perfect for beginners or casual investors
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One-time portfolio review (up to 5 holdings)
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Reviewed by Chartered Financial Analyst (CFA) providing personalized improvement suggestions.
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Risk analysis: Are your investments balanced for your age, goals, and risk tolerance?
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Actionable recommendations to increase efficiency and reduce unnecessary fees
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Delivered within 2 business days
Why it’s worth it: You get a professional lens on your portfolio at a price you won't find anywhere else, helping you avoid rookie mistakes.
Tier II - Investment Portfolio Review - $379 CAD
For committed investors wanting to level up
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Review of up to 15 holdings
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In-depth analysis: diversification, allocation, fees, and growth potential
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CFA provides step-by-step tweaks and reallocation suggestions
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Personalized risk-adjusted growth strategy for 6-12 months
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Includes a 1-on-1 call with the CFA (30 mins) to discuss findings
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Delivered within 2 business days
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Why it’s worth it: You get actionable, tailored guidance that could potentially increase returns and reduce losses. Essentially a professional shortcut to smarter investing.
Tier III - Investment Portfolio Review - $879 CAD
For serious investors who want maximum clarity and growth potential
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Review of up to 25 holdings across all your accounts
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Full portfolio deep dive with actionable suggestions for rebalancing and growth
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Custom step-by-step action plan prepared by a CFA to improve returns and reduce risk
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1hr personalized consultation with a CFA to discuss key takeaways and next steps
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Delivered within 2 business days
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Why it’s worth it:
You get an exclusive, high-level blueprint from a CFA that shows exactly how to optimize your investments. No ongoing check-ins, just clear, actionable steps that feel like insider guidance.
Customized Retirement Strategy - $1,780 CAD
What You Get:
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Full Account Review: RRSP, TFSA, pensions, taxable accounts
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Investment Check: Growth potential, risk, tax efficiency
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Retirement Goals Map: 5, 10, 20+ year projections
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Rebalancing Plan: Step-by-step asset allocation guidance
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Tax & Contribution Tips: Maximize RRSP/TFSA, reduce capital gains
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Review of pension eligibility. (CPP-R, OAS, ASB, GIS, PSPP)
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Scenario Planning: See different market or withdrawal outcomes
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60-Min CFA Consultation: Walkthrough your personalized plan, where you can ask questions and get real answers from real professionals.
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Why It’s Worth It:
A professional, personalized blueprint for retirement
Maximize growth, reduce taxes, and secure financial freedom
Peace of mind: know exactly what to do next