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
Standard Package (6 hours) - our most popular offering, learn about a mix of ‘doing less evil’ and ‘doing more good’ investment approaches and choose the ones that are right for you. This package is perfect for people who want to keep it simple. It includes a 6-month checkup to review and rebalance your portfolio.
Custom Package (10 hours) - 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. It includes a 6-month checkup to review and rebalance your portfolio.
Hourly - Our business model is flexible, so we’re always available for a consultation at an hourly rate. If you need any help, go ahead and book a client meeting.
We Support the Nonprofit Sector
15% discount for people who work or volunteer for a non-profit or social enterprise