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Pricing



Accounts

Free Trial

Projects

SSL

Storage

Domains

Sub-domains

Discovery

Complimentary

Value & Goals 

Vulnerability Assessment

Risk Profile

Investment Review

Insurance Review

Asset Allocation Recommendation






Family Planning

$1200/year

Everything in Discovery +

Personal Balance Sheet

Personal Cash Flow Analysis

Retirement Plan

CPP/ OAS  Maximization

Withdrawal Plan

Investment Plan

Risk Management & Insurance Plan

Tax Minimization

Estate Plan

Child Education Plan

Business Plan

$2400/year

Everything in Family + 

Tax Optimized Wealth Strategies

Legal Structure Review

Corporate Vulnerability Assessment

Corporate Investment Review

Corporate Insurance Review

Group Benefits Assessment

Business Continuity Plan (Buy/Sell)

Corporate Risk Mgmt & Insurance Plan

Corporate Success Plan

Tax-Efficient Extraction of Corp. Earnings