Maybe you're totally happy with your current investment portfolio or investment advisor. Maybe your investments are stuck in a pension, or are busy providing security for debt you carry. Maybe you have no investments at all!
With Advice-only, none of this matters. You pay an agreed fee to complete the financial plan that is separated entirely from related services or products, such as investment fees or insurance commissions.
Get the plan you need, the plan you deserve, pay for it once, and get on with your financial journey!
Comprehensive financial plans, depending on complexity, will vary from $2,500 to $10,000 in cost.
For those who would benefit from an ongoing review, update and adjustment to their financial plan, we recommend the Subscription Model made available through AdviceCafe.ca!
AdviceCafe.ca by NOW offers every Canadian an opportunity to gain access to financial education, advice, and full-on financial planning - regardless of how big (or small) their investments are.
Monthly plans start as low as $20 per month.