Plans and Pricing
A range of opportunities to suit every client
For Individuals
Personal Comprehensive Financial Plan
$1,795
1 comprehensive financial plan
Discovery and presentation meeting
Business Owner Comprehensive Financial Plan
Starting $2,495
1 comprehensive financial plan including 1 corporation
Discovery and presentation meeting
For Businesses
Core Integrated Package
$16,500*
1 comprehensive financial plan including 1 corporation
(discovery and presentation)
Corporate tax return: 1 T2
Personal taxes: 1-2 T1
Bookkeeping: up to 120 transactions/month
Payroll: up to 5 employees
Quarterly bookkeeping check-ins
1 year-end tax planning session
Software included**
Premium Integrated Package (Holding Co)
$18,000*
Everything in Core Integrated Package
Additional Holding Company T2 tax return
**Your integrated package includes premium financial planning, cloud accounting, document automation, and performance reporting software.
*12-month contract, with access to additional transactions and employees, corporation add-on and emergency calls at an additional cost.
Amounts are subject to increase once a year.