Prices as of January 1, 2013
Initial Consultation Fee (Minimum 2 Hours): $350 includes HST
Questionnaire or free 15 minute interview will be provided in advance to clarify your needs.
Follow Up Session (As Many As Is Required): $150 includes HST per hour
Annual Review - $150 per hour includes HST (initial consultation must be done once before this review is available)
Investment Plan - $1200 includes HST
Retirement Plan: $1200 includes HST
Complete Financial Plan: $2800 includes HST
Customized Project: $150 includes HST charged hourly - hours determined before work is done
Cash or Cheque Payable in Person at Time of Appointment. Electronic payment also available through Paypal.
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.
Contact me at 647-286-8020 or joetheinvestor.today@gmail.com and I will be happy to assist you in your investment success.
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.
