LEVPLAN
Our Services - Nos Services
Get a Plan + 1 year On Demand
Monthly and Annual Subscriptions
Cost Effective Alternative
Invest on your own.
Invest Through Us + Full Planning
Get On-Demand Services with
Fees paid by transferring accounts to one of our referral Partners.
TFSA - RESP - RRSP - RRIF - LIF -
FHSA - Non Registered
Low fee high performance solutions.
Click HERE for all the details.
Life Insurance Services
NB ONLY.
FREE Quotes.
Best Available Pricing.
No Medical Solutions.
Find out How much you Need
Add terms and conditions
Best Value
Investment Referral based Planning
0
Transferring an Investment Account, RRSP, TFSA etc to one of our Amazing Partners provides Ongoing Support and Planning
Valid until canceled
🔹 Full Service Planning, Follow Ups, Unlimited Updates
🔹 VIP On Demand Service and Meetings
🔹 $0 to $250,000 - 0.99% Annual Fee
🔹 $250,000 to $750,000 - 0.88% Annual Fee
🔹 $750,000 and Up - 0.77% Annual Fee
🔹Platform and Fund Fees are around +/- 0.5% and Capped
🔹 Full Fee Schedule disclosed
Best Value
FRP - Full Retirement Planning
799
Full Retirement Report. With Enhancements and Action Plan.
Valid for 12 months
💎 Custom Investment Review & Risk Assessment
💎 Advanced tax & estate planning + Charitable Giving
💎 Unlimited Email & Chat support – Ask your advisor (9-5pm)
💎 Retirement Withdrawal + Tax Saving Strategies
💎 VIP email and Voice Access for 1 year
💎 Unlimited Updates for 1 year.
Best Value
Essential Plan
199
Get a detailed Plan and Find out if you are on the Right track.
Pre Retirees Only at least 10 years away from Retirement.
Valid for 3 months
🏆 Education Planning Included
🏆 Insurance Planning Included
🏆 Retirement Planning Included
🏆 Setup plus 2 On Track Meetings
🏆 Email and Voice Access
Choose your pricing plan
Find one that works for you