pricing
Our in-depth, unbiased financial planning services help our clients:
For Individuals and Couples
Also includes: Regular review meetings, and Text or email check-ins, as needed.
Our fees range from $1,500* to $4,000* for this plan, depending on complexity and desired outcomes.
Clients under this plan are realizing an average 41% savings from their previous bank or mutual fund advisor management fees. That’s a average savings of $4,000 every year!!
(*Includes a $500 initial planning fee and the balance paid as a monthly subscription from investments or your bank account).
For Business Owners and Incorporated Professionals
Also includes: Regular review meetings, and Text or email check-ins, as needed.
Our fees range from $6,000* to $7,500* for this plan.
Clients under this plan are realizing an average 34% savings from their previous bank or mutual fund advisor management fees. That’s a average savings of over $5,100 every year!!
(*Includes a $1,500 initial planning fee and the balance paid as a monthly subscription from investments or your bank account.)
For the Children of Clients: We are happy to offer our Catalyst plan at a 0% advisory fee to children of Eltero Financial Partner clients, if children investment savings are under $50,000.
For the DIY Investor: Over 3 separate meetings, we will develop an in-depth financial plan report in PDF format for you, offering insights into:
Individuals and couples: $2,500 (includes a $1,000 initial planning fee)
For Company Management or Business owner: Surveys show that Canadian employees are facing financial and economic strain, leading to mental health issues and reduced productivity.
Retirement counseling provided by an advice-only financial planner is one of the few employee benefits that are not taxable on an employee’s T4 in Canada. As such, it can be a way to compensate an employee without having the employee taxed on that compensation.
We are proud to offer Employee Financial Wellness Programs providing Retirement Counselling and Financial Literacy Training. Contact us to discuss customized programs and pricing.
Guiding Canada’s thriving families through their financial journeys for more than 20 years, I’ve encountered nearly every scenario imaginable. Though I recognize that expertise has its limits, I’ve aligned myself with a team of professionals who share my client-first approach. This collaborative network, including skilled accountants, lawyers, mortgage brokers, and insurance specialists, is ready to offer refined, specialized advice whenever needed. Your privacy is sacred to us; no personal details will ever be shared without your clear approval. Click below to explore what this trustworthy alliance can achieve for you.
Inspired by our founder’s lifelong commitment to elevated, personalized client service and lower fees, our company focuses on empowering clients through improved financial literacy.
© 2023 Copyright All rights reserved by Eltero Financial. | Powered by INVIEW
