Clear Pricing for Every Family's Journey
We believe investing education shouldn't come with surprise fees or confusing structures. Choose the plan that matches where your family is right now, and we'll help you build toward where you want to be.
Investment Plans Built for Real Families
Each plan includes everything you need to start building wealth with confidence. And you can always upgrade as your family's investing knowledge grows.
Foundation Plan
Perfect for individuals just starting their investment journey with one or two family members.
- Monthly investing workshops (online access)
- Basic portfolio review tools
- Educational resource library
- Quarterly financial planning webinars
- Email support within 48 hours
- Access to investment calculators
Family Growth Plan
Designed for families ready to take their investing seriously with comprehensive guidance.
- Everything in Foundation Plan
- Bi-weekly live Q&A sessions
- Personalized portfolio assessment
- Family financial goal mapping
- Priority email and phone support
- Advanced tax strategy resources
- Monthly market analysis reports
- Access to archived workshop recordings
Wealth Builder Plan
For families committed to building significant long-term wealth with dedicated advisor support.
- Everything in Family Growth Plan
- Dedicated family advisor consultations
- Custom investment strategy development
- Estate planning resource guidance
- Direct advisor access via phone
- Detailed annual portfolio reviews
- Multi-generational wealth planning
- Private client webinar series
What Each Plan Really Includes
Sometimes it helps to see everything side by side. Here's exactly what you'll get with each membership level, so there are no surprises down the road.
| Feature | Foundation | Family Growth | Wealth Builder |
|---|---|---|---|
| Monthly Live Workshops | Online access | Plus recordings | Private sessions available |
| Portfolio Review Tools | Basic tools | Advanced analytics | Custom reports |
| Response Time | Within 48 hours | Within 24 hours | Same business day |
| Personal Advisor | Not included | Quarterly check-ins | Monthly consultations |
| Investment Strategy Sessions | Not included | Group sessions | One-on-one custom |
| Tax Planning Guidance | Basic resources | Comprehensive guides | Personalized strategies |
| Estate Planning Resources | Not included | Introductory materials | Full guidance |
| Market Analysis Reports | Quarterly summary | Monthly detailed | Weekly updates |
| Family Members Covered | Up to 2 | Up to 4 | Unlimited immediate family |
What Families Are Saying
We moved up from Foundation after three months because we wanted the bi-weekly sessions. The personalized portfolio assessment actually caught an issue with how we'd allocated our RRSPs. Worth every penny for that alone.
The dedicated advisor makes a real difference when you're coordinating investments across multiple accounts and thinking about your kids' education. We're not wealthy by any means, but this plan helps us act like we have a plan to be.
Started with Foundation because I honestly didn't know if this would be useful. The monthly workshops taught me more in two months than I'd figured out in five years of reading random articles online. Planning to upgrade soon.
