Advice For A Fee
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 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.
Monthly ongoing management
Our annual retainer for ongoing management also includes referral to a unique, for EWM only clients, Portfolio Manager who charges 0.31% AUM or less, to implement our strategies.
- Hourly$375 hourly
- Advice on an hourly basis
- First hour free
- Best ValuePer Plan$2100 total
- Human First Approach
- Comprehensive Holistic Financial Plan
- Collaborative Session - 2 hours plus follow up
- Cross-Border$2100 USD total
- Customized tax, financial and investment planning advice for those navigating cross-border situations
- Ongoing Managementfrom $90 monthly
- Standard Annual Retainer is $350 per month - based on 4 meetings annually
- Meeting reductions and discounts available
- Includes all areas of planning as necessary
* Cross-Border plan is equivalent to $2700 CDN total.
For more information, you can reach an advisor through our contact form or by calling us at 416-410-9809
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