Starter Plan
$29 CAD/monthPerfect for beginners who want to build a strong investment foundation.
Growth Plan
$59 CAD/monthFor those ready to level up and actively manage their investments.
Pro Plan
$99 CAD/monthDesigned for serious investors who want personalized strategies and in-depth analysis.
Add-On Services (Optional Extras)
Want to go deeper? Add personalized services to any plan.
One-on-One Strategy Session – $129 CAD/hour
Get personalized advice from a certified investment expert tailored to your financial goals and risk tolerance.
Portfolio Audit – $199 CAD
A detailed review of your current investment portfolio with written feedback and improvement suggestions.
Tax Optimization Webinar Bundle – $49 CAD
3-part on-demand series focused on tax strategies for Canadian investors (TFSA, RRSP, capital gains, and more).
“Investing 101” Crash Course – $79 CAD
A beginner-friendly self-paced video course to help you master the fundamentals of investing in Canada.