Subscription-Based Financial Planning Made Simple
Reliable monthly guidance for your evolving financial needs
Join a transparent, subscription-based service designed for Canadians seeking expert financial planning without hidden fees. For $250/month, receive ongoing support, regular consultations, and secure data handling—no long-term contracts required.
Why Subscription Planning?
Clear monthly pricing and professional financial support tailored to Canadians
Consistent Professional Advice
Access to experienced advisors every month helps you make informed choices, no matter how your situation changes.
No Hidden Costs Ever
A fixed $250 monthly fee means you’ll never face unexpected charges for consultations or advice.
Plans That Evolve With You
Your financial planning adapts as your life evolves, ensuring ongoing relevance and value.
About Our Service
Decades of financial expertise
Our advisors bring years of experience supporting Canadians with their financial planning needs. We focus on practical, actionable steps and transparent communication so you feel supported every month.
How Our Subscription Works
Real Experiences
Stories from Canadians using our subscription planning service
Jordan Smith
Entrepreneur, Smith Tech
Jordan was unsure how to plan for his business and personal financial future, lacking consistent support.
"I always felt overwhelmed, but having an advisor check in each month has made planning much less stressful. The process is straightforward, and I appreciate the honest advice—even when it’s tough."
Amelia Chen
Project Manager, Maple Group
Amelia’s goals changed frequently, making it hard to keep her plans relevant and actionable.
"My advisor listened and adjusted the plan as my life changed. I feel supported and informed during every session. The service is reliable and transparent about all costs."
Daniel Patel
Operations Lead, Northern Edge
Daniel felt lost trying to navigate the variety of financial products and industry jargon on his own.
"Having someone explain things in clear terms made a big difference. The monthly model means I can ask questions whenever they come up. I like knowing what I pay each month and what’s included."
Frequently Asked Questions
How does the monthly subscription model work?
You pay $250 each month for ongoing access to professional planning and regular advisor check-ins.
Are there any extra fees besides the subscription?
No, the $250 monthly fee covers all standard consultations, with no surprise charges.
What happens if my goals or situation change?
Your advisor will adjust your plan to keep it relevant as your needs and circumstances evolve.
Start your financial planning subscription and gain ongoing support now
Switch to a transparent, monthly model designed for Canadians seeking lasting financial clarity and advisor access. Receive regular reviews, flexible planning, and secure service—all for a single monthly fee.
Transparent monthly pricing—no hidden fees, ever
Enjoy peace of mind with our $250/month subscription, including all standard consultations and regular check-ins. Your advisor adapts to your needs, ensuring every step is clear and confidential. Results may vary.
See Plans and Pricing