Services

Customized risk profiling, investment planning, implementation and management advice $1000 to $3500 per engagement. Includes initial consultation, plan presentation, follow up meetings (if required) and between 5 to 17.5 hours of services, email, web and phone support.

Comprehensive Investment Counselling $3500 – $5000 per year. Includes initial consultation, plan presentation, follow up meetings (if required), unlimited email, web and phone support (up to 25 hrs of services per year).

Comprehensive Financial Planning $3500 – $5000 per year. Includes initial consultation, plan presentation, follow up meetings (if required), unlimited email, web and phone support (up to 25 hrs of services per year).

Subsequent planning, implementation and management services provided at a fee of $200 per hour.

 

Contact me today at 416-576-6777 for a confidential second opinion! Email me at mikebayer@financialstrategy.ca