Unbiased financial advice for a fee

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 4 usual plans include Retirement (independence) – Future Cashflows, Investment Policy and Strategies, Estate, and Tax.

Monthly ongoing management

Our annual retainer for ongoing management also includes referrals to an established network of investment professionals who charge 0.55% to 0.35% AUM to implement our strategies.

  • Hourly
    $210 hourly
    • Advice on an hourly basis
    • First hour free
  • Full Service
    $3400 total
    • Access to the most advice at the best value
    • Includes all 4 plans as a set
  • Ongoing Management
    $100 monthly
    • Annual Retainer $100 to $300 per month
    • Includes all 4 plans as necessary

For more information, you can reach an advisor through our contact form or by calling us at 416-410-9809

Manage your money better, schedule a meeting

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