Fee-Based Planning
Unbiased, professional strategic planning to assess and set goals for your financial future.
No hidden fees.
No pressure.
Just results.
We understand that sometimes it can be daunting to commit to a long term plan with an individual advisor and that is why we offer flat fee-based planning for individuals and corporations alike.
No product selling. No pressure. Only a pure analytical approach to your current financial situation to help you plan and thrive in the future.
No product selling. No pressure. Only a pure analytical approach to your current financial situation to help you plan and thrive in the future.
Fee-Based Basic Personal Planning (One Hour)
Comprehensive personal planning to assess all aspects of your financial circumstances
- Asset Allocation Review
- Debt Assessment
- Cash Flow Assessment
- Reallocation Strategies
- Goal Setting
$350
per one hour sessionFee-Based Advance Personal Planning
Comprehensive personal planning to assess all aspects of your financial circumstances
- Registered Plans Management and Advising
- Long Term Portfolio Growth Planning
- Tax Management Strategies
- Succession Planning
$750
per two hours sessionFee-Based Basic Corporate Planning
Enterprise-tier planning and advising for corporations and businesses
- Corporate Structuring
- Financial Reviews - Asset allocation
- Liability Management
- Cashflow Management
$500
per one hour sessionFee-Based Advance Corporate Planning
Enterprise-tier planning and advising for corporations and businesses
- Buy Sell Agreements
- Corporate Taxation Strategy
- Corporate succession planning
$1000
per two hours session
Our financial advisors take on a multi-faceted approach to crafting a financial plan
Learn more about our unique approach and what we can do for you
Disclosures & Disclaimers
¹ All private securities offered by Monic Financial Group are provided through our sponsoring firm Rethink and Diversify Securities Inc., a registered Exempt Market Dealer in the provinces of British Columbia, Alberta, Manitoba, Saskatchewan and Ontario. The contents contained within this website is not intended to assist you in making any investment decision regarding the purchase of securities and is intended for informational purposes only.
² Our strategic partnerships with our portfolio managers are offered through our sponsoring firm Rethink & Diversify. Compliance regulations apply for our portfolio managers and any information obtained regarding our partners, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness and confers no right to potential investors. The information contained on this site does not constitute an offer to sell or a solicitation to buy securities. The contents within this website are for informational purposes only and does not constitute advice or is intended to assist you in making investment decisions regarding the purchase of securities – Monic Financial Group Ltd. assumes no responsibility for any misrepresentations that may be contained within the communications provided by our strategic partners.
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