LEVPLAN
PLANNING MADE SIMPLE
Planification Simplifiée
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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
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
Best Value
I'm Ready!
399
Can you successfully Retire Today?
Valid for 6 months
🎩 Full Analysis and Reports with Consult.
🎩 3+ Hours of consultations as Needed
🎩 Detailed Action Plan
🎩Priority Email and Voice Access for 6 months
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.
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