Joe the Investor, Joe the Planner,
Joe the Tax Preparer
B.A.Sc. BCom, CFA
Fee-Only Financial Planner,
Toronto, Ontario, Canada
Telephone Number: (647) 286-8020
Fee For Service Financial Planning Advice
If you would like to make an inquiry or sign up for our no obligation email newsletter, fill out the form below and indicate "newsletter" in the comments field. Only the fields marked with an asterisk (*) need to be filled out. If you want to make an appointment and want to communicate desired dates and times, this can be done on the form as well.
Under the new Canadian Anti-Spam Legislation, if you fill out this form, you agree to give express consent to receive this newsletter which will be valid until you choose to unsubscribe.
Financial Planning Fees Designed to Fit Your Budget
Prices as of September 1, 2015
Questionnaire or free 15 - 30 minute telephone interview will be provided in advance to clarify your needs.
Initial Consultation Fee: (Minimum 2 Hours) $500 includes HST.
Follow Up Session: (As Many As Is Required) $150 includes HST per hour. If you are an existing client, we also offer the $500 annual service agreement which offers unlimited correspondence by electronic means and one in person meeting per year, which is designed to save money.
Annual Review: $150 per hour includes HST (initial consultation must be done once before this review is available). If you are an existing client, we also offer the $500 annual service agreement which offers unlimited correspondence by electronic means and one in person meeting per year.
Investment Plan: $1500 includes HST. If this is your first investment plan, the initial consultation fee will be deducted from this price.
Retirement Plan: $1500 includes HST. If this is your first retirement plan, the initial consultation fee will be deducted from this price.
Account Consolidation Service: $800 includes HST. This service is intended for large portfolios (30 investment products or larger). A smaller portfolio can be consolidated with the annual review or initial consultation meeting.
Complete Financial Plan: $2800 includes HST. If this is your first complete financial plan, the initial consultation fee will be deducted from this price.
Customized Project: $150 includes HST charged hourly - hours determined before work is done.
Tax Preparation Fees: Visit our Tax Preparation Services page
Cash or Cheque Payable in Person at Time of Appointment. Electronic payment also available through Credit Cards or Paypal via our store.
Telephone advice: Distance is no longer a barrier. All consultations can be done by telephone in the comfort of your own home, office or anywhere at your convenience saving you time and money. Same rates apply.
To view videos on the cost of financial advice, see below:
Note: This site is intended for people who want to learn about the world of investments and how to research for themselves. If you would like to buy or sell investment products, or specific advice on investment products, tax or legal issues, please consult your investment advisor, accountant or legal counsel.