Services, Quotes & Rates
Holistic Financial plans, with ongoing support and guidance:
Free Basic Financial Plan
Free Basic Financial Plan $0 (limited time offer)
CAD$0/Limited Time
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Individual
$20/month or $220/year (limited time offer)
CAD$20/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Family
$30/month or $330/year (limited time offer)
CAD$30/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Comprehensive Business
$50/month or $550/year (limited time offer)
CAD$50/month
- Financial management plan: Cash flow Plan, Net worth, and debt management plan. Live, Give, Owe, Grow summary plan.
- Retirement planning: benefits, pensions, life planning. Find out how much you need to retire.
- Risk Management & insurance plan. In depth analysis of options and comparisons to match needs.
- Investment Plan: Asset allocation, portfolio protection, market insight.
- Education and special needs planning: RESP comparison,ODSP planning.
- Tax Plan: Collaboration with accountant, projected tax plan and strategies.
- Estate Plan: Charitable Gift planning, Legacy planning, business succession, Will and POA review.
- Financial Life Planning: Client portal access, resources, support, and guidance.
- Cash flow and Net worth projections
- Estate Freezes and Family Trust Planning
- Shareholder loan and share redemption planning
- Holding and operating company plan
- Corporate owned Investment portfolio and real estate
- Corporate Owned Insurance and Capital Dividend Account planning.
Free Basic Plan
Comprehensive Individual
Comprehensive Family
Comprehensive Business
Have questions? Request a call or contact us at 416-738-9721
Open what might be the most useful savings account in Canada
Start earning a high interest rate on all your money with a combined chequing and savings account that gives you:
- High interest on all your money
- The flexibility of a chequing account with the interest rate of a savings account
- Free unlimited everyday banking transactions with a minimum $1,000 balance
- Bank anywhere, anytime with online & mobile banking
- Access your money at over 3,700 ABMs across Canada
Find out why the Globe and Mail says this might be the most useful savings account in Canada
Personal Finance Columnist, Rob Carrick says this account
“may be the most useful savings account in Canada.”
Request a quote and analysis for Life, critical illness, disability, accident, or health insurance
Get expert guidance and comprehensive market analysis of all your insurance options.
GIC/Term Fund Rates:
Registered
Registered
GIC/Term Fund Rates:
Non-Registered
Non-Registered
Annuity Rates
Obtain Free Credit Report
Did you know that there are over 2,500 biblical verses on money and stewardship?
Complete the form for your free resource:
Trevor Chew, CKA®, CFP®, CLU®
President
416-738-9721
Click here to learn more about working with a CHARTERED LIFE UNDERWRITER®
Get Started Today!
Please contact us for more information & resources, or simply contact us for Free Consultation.
Top 5 Financial Advisors in Toronto for Smart Money Management
