We saving you
We charge an hourly rate on a sliding scale based on how much money you're investing. You'll get the same outstanding service no matter what you pay,
$150-$750 based on sliding scale
$0 - $50,000
$50,000 - $250,000
0.3% of amount
Custom Portfolio (10 hours) - our most popular offering, this package offers a deeper dive into investment education that aligns with your specific definition of 'good and evil'. It includes tax optimization between RRSP, TFSA, and unregistered accounts and coaching around tricks like "Norbert's Gambit" to minimize currency exchange fees.
Starter Portfolio (5 hours) - designed for people at the start of their investment journey who want a simple approach.
We Support the Nonprofit Sector
15% discount for people who work or volunteer for a non-profit or social enterprise