Metric 01
150+
client plans built
CANADA INVESTING HELP
Simple Investing for Canadians
Get plain advice on TFSA, RRSP, ETFs, and retirement savings. We help you compare fees, set a risk level, and build a plan you can follow.
Metric 02
4.8/5
client rating
Metric 03
10+
years in investing help
HOW IT WORKS
Four steps to a clear plan
Choose the right TFSA room, deposit order, and ETF mix for your goals.
1 consult
TFSA Plan Review
From $299
Choose the right TFSA room, deposit order, and ETF mix for your goals.
1 consult
RRSP Tax Check
From $299
2 calls
ETF Portfolio Setup
From $699
011 review
Mutual Fund Review
From $349
Compare your current funds, costs, and choices before you move money.
023-month map
Retirement Plan Map
From $899
Set income targets, savings rates, and next steps for retirement.
03Quick audit
Fee Comparison Audit
From $249
Check fund fees, account costs, and where low-cost options may save more.
SERVICES
Clear help for Canadians
We learn your goals, account types, and how hands-on you want the help.
01
Intro Call
02
Account Check
03
Plan Build
04
Review Time
CLIENT WINS
Real plans, lower fees
One 45-minute call TFSA or RRSP review Basic risk profile ETF and fund notes Simple fee scan
Billed monthlyBilled monthly
Starter Plan
From $499/mo
- One 45-minute call
- TFSA or RRSP review
- Basic risk profile
- ETF and fund notes
- Simple fee scan
Most popularBilled monthly
Signature Plan
From $1,249/mo
- One kickoff call
- TFSA and RRSP split
- ETF portfolio setup
- Contribution schedule
- Fee and fund review
- Quarterly progress check
3-month minimum3-month minimum
Scale Plan
From $2,499/mo
- Two strategy calls
- Retirement income map
- Full rebalance plan
- Tax-aware account mix
- Fee review across accounts
- Direct reply support
WHAT CLIENTS SAY
Words from Canadian clients
Set up a low-cost ETF mix and a monthly deposit plan in one week.
TFSA
New TFSA plan for a first-time saver
Set up a low-cost ETF mix and a monthly deposit plan in one week.
RRSP
RRSP check before tax season
Retirement
Retirement map for a young family
Mutual Funds
Mutual fund swap to lower fees
Portfolio
Portfolio plan for two incomes
TFSA and RRSP
Maya Chen
ETF mixes and risk
Owen Patel
Income and drawdown
Sarah MacLeod
Fee checks and updates
Noah Tremblay
Proof
Customer notes
Verified
“I finally understood TFSA and RRSP and knew where my next dollar should go.”
Emily Ross
Teacher, Vancouver
Verified
“The fee review saved me money and made my accounts much easier to follow.”
Jaspreet Kaur
Small business owner, Ottawa
Verified
“My ETF mix now fits my risk level, and the plan is easy to keep up.”
Mark Liu
Engineer, Calgary
Service area
Greater Toronto Area
Toronto, Mississauga, Brampton, Vaughan, Markham, Scarborough
Area 01
Greater Toronto Area
Toronto, Mississauga, Brampton, Vaughan, Markham, Scarborough
Area 02
Metro Vancouver
Vancouver, Burnaby, Richmond, Surrey, Coquitlam, North Vancouver
Area 03
Calgary Region
Calgary, Airdrie, Cochrane, Okotoks, Chestermere, Strathmore
Area 04
Ottawa Valley
Ottawa, Kanata, Nepean, Gatineau, Kingston, Belleville
Journal
Read our investing notes
HealthJun 2, 2026
7 Warning Signs When Choosing a Canada Medical Shop for Effective Health Solutions
Pets and AnimalsMay 15, 2026
Joint Supplement for Dogs Regrets: What Pet Owners Wish They Knew Earlier
Computers Electronics and TechnologyApr 29, 2026
How to Win More with Telegram Chinese: Complete Setup Tactics for 2026
Computers Electronics and TechnologyApr 22, 2026
WPS Official Website Case Study: Real-World Software Solutions Results
Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01Do you work with new investors?+
Yes. We help first-time and mid-level investors sort TFSA, RRSP, ETFs, and the next three steps.
02Can you review my current portfolio?+
Yes. We check your mix, fees, risk level, and gaps, then show what to keep or change in plain words.
03Do you help with RRSP vs TFSA?+
Yes. We compare both accounts, look at tax limits, and map where each dollar should go first for your income.
04How do you set fees?+
We compare fund and account fees, then show lower-cost options that fit your goals and risk without guesswork.
05Do you only serve one province?+
No. We work online with clients across Canada, with a focus on Ontario, BC, and Alberta residents.
06What happens in the first call?+
We hear your goals, check your accounts, and tell you the first three actions to take right away.
Get one smart tip
Get one clear email a week with TFSA, RRSP, ETF, and fee tips for Canadian investors.