Tax Efficient Retirement Planning for Executives & Business Owners

Make smarter decisions with your wealth to reduce taxes and upgrade your lifestyle.

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Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Who do you work with?

Our professional experience and education is specialized to benefit:

50+ community, who want to maximize what is theirs to keep after fees, taxes and inflation throughout their lifetime.

Canadian Controlled Private Corporation (CCPC) Business Owners focused on funding their retirement, business succession and creating intergenerational wealth.

Executives with equity-based compensation (Stock Options, RSU's and more).
20 - 39-year-olds who want to fast track their path to financial independence and make work optional sooner.

Will your recommendations be in my best interest?

Yes. We are fiduciaries.

Imagine going to your doctor with a concern about your heart, and before running any tests, the doctor tries to sell you a pacemaker. The doctor then explained that you needed to act today before prices went up. Later you learned that the doctor was paid extra to promote this brand of pacemaker. While absurd for the medical profession, this scenario closely resembles much of what goes on in the investment and financial planning world.

As CFP® professionals, we take very seriously our fiduciary duty to always act in the client’s best interest (vs. just trying to sell you a product). For over a decade, our business has been built on a foundation of ALWAYS placing the client’s interest before any thought of our own compensation.

We recommend for clients the same financial planning strategies used in our personal accounts and the accounts of our immediate family members. Our commitment to honest and ethical behaviour has allowed us to build a very successful business.

How much does a plan cost?

Pay as you go consultation option: Hourly rate of $500.00 + sales tax

Subscription payment plans depend on the complexity.

Starter plan (Designed for young adults who are just starting out.)

Plan Only (one time Starter financial plan)

Initial Deposit: Discovery through first draft: $ 1,200.00+ sales tax

Final Installment: Due at delivery of final plan: $ 1,200.00 + sales tax

Total Cost: $2,400.00 + sales tax

Starter Plan Plus (ongoing advice)

Initial Deposit: $ 600.00 + sales tax

Monthly Retainer: $ 75.00 + sales tax

Plan Only (one time Individual financial plan)

Initial Deposit: Discovery through first draft: $ 1,800.00 + sales tax

Final Installment: Due at delivery of final plan: $ 1,800.00+ sales tax

Total Cost: $3,600.00 + sales tax

Individual Plan Plus (ongoing advice)

Designed for career focused singles

Initial Deposit: $ 900.00 + sales tax

Monthly Retainer: $ 100.00 + sales tax

Family Plan (one time Family financial plan)

Initial Deposit: Discovery through first draft: $ 2400.00 + sales tax

Final Installment: Due at delivery of final plan: $ 2,400.00 + sales tax

Total Cost: $4,800.00 + sales tax

Family Plan Plus (ongoing advice)

Designed for married or common law couples

Initial Deposit: $ 1,200.00 + sales tax

Monthly Retainer: $ 150.00 + sales tax

Corporate Plan Plus (one time Business Owner financial plan)

Initial Deposit: Discovery through first draft: $ 5,000.00 + sales tax

Final Installment: Due at delivery of final plan: $ 5,000.00 + sales tax

Total Cost: $10,000.00 + sales tax

Corporate Plan Plus (ongoing advice for Business Owners)

Initial Deposit: $2,500.00 + sales tax

Monthly Retainer: $ 300.00+ sales tax

Cash Flow program plus (Master your finances & payoff debt fast)

Initial Deposit: $ 1500.00 + sales tax

Monthly Retainer: $ 200.00 + sales tax

Should you decide to implement your plan through our firm, your planning fee will be customize to reflect this. We will discuss this process with you when the time comes.

How do you get paid?

We are paid a fee directly from clients who are "planning only" clients.

We are paid a commission for insurance and other financial products purchased through our company directly from the company offering the product.

For information on our AUM Securities compensation please visit our other website www.affluencepartnerswealth.com

How long does it take to create a financial plan?

While the complexity of your situation directly impacts the amount of time it takes to create your plan, experience has shown that it usually takes between 6 months and a year for us to create and help you implement your plan.

Once you have set your plan in motion, annual check-ups are strongly recommended to help you track your progress and adjust to life events and milestones as they come up.

What would trigger an additional update to my financial plan?

It is important to review the plan when there is a lifestyle change such as marriage, birth, death, or divorce. In addition, any change in financial position such as receiving an inheritance, earning 10% more after a promotion or job change and paying off your debt/mortgage should trigger a review of your plan outside of your regular annual check-up schedule.

Tax Efficient Retirement Planning for Executives & Business Owners

Why choose Affluence Partners?

You are planning to make work optional soon or have retired.

You want to protect your assets from loss or confiscation.

You'd be further ahead if you paid less in taxes.

You want what you've built to last longer than a lifetime.

Frequently Asked Questions

Tax Efficient Retirement Planning for Executives & Business Owners

Why choose Affluence Partners?

You are planning to make work optional soon or have retired.

You want to protect your assets from loss or confiscation.

You'd be further ahead if you paid less in taxes.

You want what you've built to last longer than a lifetime.

Frequently Asked Questions

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