Fees

We understand that people need varying amounts of help with their personal finances and we adapt our services to fit with client priorities.

Our fees are determined based on the time required to perform the services involved. We would be pleased to provide an estimate once we have a better understanding of the work to be performed. Specific fees quoted below on some of our commonly used services are an estimate of the minimum fee that would apply. Consultations are available at an hourly rate of $350 + 13% HST (minimum 1 hour).

Financial Planning

Retirement Income Projections

Estate Planning

Charitable Giving Planning

Other Modular Plans

$5,000

$2,500

Hourly

Hourly

Investment Consulting

Portfolio Assessment

Manager Search

Hourly

$8,500

Tax Services

Personal Tax Return Preparation

Corporate Tax Return Preparation
(Includes preparation of financial statements from client’s bookkeeping records)

$1,250

$3,500

Trust Tax Return Preparation
(Includes preparation of related documents)
$2,000

Executor/Trustee Services

Executor/Trustee Services

Agent to Executor/Trustee

$7,500

Hourly