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LevPlan Pricing

Choose the plan that best fits your financial goals and start your journey towards financial freedom with LevPlan.

Pricing does not include HST

Single Issue Planning

Valid until issue fully resolved

$699
$349

+ HST

✓
Complete analysis of problem and resolutions with best options

Elite VIP Single Pre-Retirement Plus

Comprehensive pre-retirement planning for individuals

$2,799
$1,399

+ HST

$49 + HST/month retainer fee

✓
Investment Fee Reducer
✓
Ongoing Risk Assessment
✓
Investment Profile Questionnaire
✓
Unlimited Updates
✓
Action Plan
✓
10x guarantee
Best Value

Elite VIP Couple Pre-Retirement Plus

Complete pre-retirement planning for couples

$3,499
$1,899

+ HST

$79 + HST/month retainer fee

✓
Investment Fee Reducer
✓
Ongoing Risk Assessment
✓
Investment Profile Questionnaire
✓
Unlimited Updates
✓
Action Plan
✓
Team
✓
Priority Annual Access+
✓
10x guarantee
Premium

VVIP Elite Full Retirement

Full retirement with ongoing support

$7,999
$3,499

+ HST

$119 + HST/month retainer fee

✓
Investment Fee Reducer
✓
Advanced Withdrawal Strategies
✓
Next Generation Wealth Transfer
✓
Charitable Giving
✓
Advanced Estate Planning
✓
Scorecard wealth reports
✓
Advanced Retirement Tax planning
✓
10x guarantee

Asset Based Planning

Decreasing Fee Schedule. Fee charged through investment account(s) with NestWealth. $25,000 minimum.

1.44%

+ HST / Year

✓
Powerful investment platform
✓
Trackable goals
✓
Full transparency
✓
Cancel anytime without penalties
✓
Ongoing Support
✓
10x guarantee

*Services may vary with account sizes and complexity.

For every new client, LevPlan donates no charge planning time to deserving clients.

Not sure which plan is right for you?

Take our free assessment to discover your financial situation and get personalized recommendations on which plan will best serve your goals.