Efficient Wealth Management offers sound financial advice to help you manage your money better. Our fee-only advice is based on an hourly rate or complete plans. The primary plan is a comprehensive look that includes Retirement (independence) – Future Cashflows, Investment Policy and Strategies, Estate, and Tax. Advanced standalone plans in each of these 4 areas are available as the complexity warrants.
Our annual retainer for ongoing management also includes referrals to an established network of investment professionals who charge 0.33% AUM or less, to implement our strategies.
* Cross-Border plan is equivalent to $2400 CDN total.
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