Free guidance, a one-time plan, or an ongoing partnership. Compare what you get with each.
| YouTubeStart Here, On Your OwnFree, for everyone | Interactive Retirement PlanningTest-Drive Your FutureOne-time | Full AccessPlanning and Investments, TogetherOngoing partnership | |
|---|---|---|---|
| Free educational videos | |||
| Custom retirement game plan | – | ||
| Live and interactive planning | – | ||
| Explore multiple planning scenarios | – | ||
| Tax minimization strategies | – | ||
| CPP & OAS timing analysis | – | ||
| Retirement income plan (for go-go, slow-go and no-go phases) | – | ||
| Investment account drawdown strategies | – | ||
| Stress-tested projections | – | ||
| Detailed reporting and spreadsheets | – | ||
| Plan walkthrough | – | Video | Live |
| Post-delivery support | – | 2 months | Ongoing |
| Regular meetings & ongoing advice | – | – | |
| Discretionary portfolio management* | – | – | |
| Top-shelf investment options* | – | – | |
| Investment portfolio rebalancing* | – | – | |
| User-friendly client portal | – | – | |
| Open-door access to the team | – | – | |
| Price | $0 | $3,500–$10,000one-time | From 1.25%/yr$750K minimum · no out-of-pocket cost |
| Watch free | See details & pricing | See details & pricing |
*Discretionary portfolio management is provided by the select, fiduciary portfolio managers we partner with. See disclosures.