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 | $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 |
