Basic plan or consultation $1300 or hourly

Plan focus could be one of the following:

• Analysis of when to take CPP and OAS

• General tax planning

• Investment portfolio review - risk tolerance, performance review, fee review, tax review

• General accumulation plan - how do I save and how much will I need

• Buying your first home plan - RRSP First-time home buyers plan, and FHSA accumulation

• Education plan - Registered education savings plan(RESP) accumulation and withdrawal

• Insurance portfolio review

• Cash Flow planning