Insurance commissions are paid to the Advisor by the insurance companies. They are already built into insurance premiums. They generally all pay similar commissions. There is no ou t-of-pocket cost to apply for insurance.
Razor Financial Planning software shows comprehensive retirement and other projections. Price includes two 60 minute appointments with a Certified Financial Planner (CFP), a written copy of your financial plan, review of your Estate Plan, Investment Plan, Education Plan (if applicable), Tax Plan, and Insurance Plan. Prices is applicable for a single person or couple (including children).
$75 Personal Income Tax Prepared - Single
$125 Personal Income Tax Prepared - Couple
$35 Hourly rate for adding receipts, etc.
$19 Courier costs (if applicable)
Pick up or drop off of income tax documents
$25 Within Abbotsford or Aldergrove
$50 Within Mission, Chilliwack, or Langley
$Cost We can send FedEx to pick up or drop off income tax documents. FedEx subject to an administration charge of $20.
We accept VISA, MasterCard, American Express , Discover, Cash, or Cheque. Please note: DEBIT cards (Interact) are not accepted at this time.