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Choose your pricing plan

You'll be able to use it to book "Debt Management"

  • Business Credit Management

    667$
    Every month
    +$2,000 Retainer
    $10,000.00 1-4 Year Payment Option Program Payment Plan 12 Month $667.00
    Valid for 48 months
    • Review Business Credit Reports
    • Establish & Build Business Credit
    • Manage Business Debt
    • Improve Credit Management
    • Prepare for Business Financing
    • Organize Your Business Finances
  • Corporate Credit Management

    316.67$
    Every month
    +$3,800 Retainer
    $19,000.00 1-4 Year Payment Option Program Payment Plan 12 Month $316.67
    Valid for 48 months
    • Corporate Credit Report Review
    • Establish & Strengthen Corporate Credit
    • Manage Corporate Credit Obligations
    • Debt Management & Restructuring
    • Prepare for Financing Opportunities
    • Financial Account Management
  • Personal Credit Management Investment

    166.67$
    Every month
    +$2,000 Retainer
    $10,000.00 1-4 Year Payment Option Program Payment Plan 12 Month $166.67
    Valid for 48 months
    • Credit Reports Review
    • In Office Appointment
    • Free Mortgage Solutions
    • Care & Home Insurance Quote
    • Credit Management Investment Membership
  • Equifax Credit Review

    649.50$
     
    Your credit report can affect your ability to qualify for loans, credit cards, housing, and other financial opportunities. Our credit review service helps you better understand your credit information
    Valid for one year
    • Review & identify areas that may need attention
    • Understand accounts, inquiries, payment history
    • Spot potentially inaccurate, incomplete, outdated info
    • Know next steps for addressing credit -report concerns
    • Develop practical habits for managing and improving credit
  • Corporate Loans Up to $5 Million

    2,500$
     
    Our corporate financing consultation service helps Canadian businesses explore potential commercial loan solutions from $50,000 up to $5 million, subject to lender eligibility, underwriting, approval.
     
    • Business & Personal Credit
    • Business Revenue & Cash Flow
    • Time in Business
    • Purpose of Financing
    • Assets & Collateral
    • Financial Documentation
  • Basic Revocable Living Trust

    3,500$
     
    A properly structured revocable trust can be used as part of an estate-planning strategy to help organize and manage assets during your lifetime.
     
    • Estate Organization
    • Asset Distribution Planning
    • Privacy Considerations
    • Probate Planning
    • Trust Administration Guidance
  • Joint Couples Trust

    10,000$
     
    A joint trust can help couples organize their financial affairs, establish clear instructions for the management of assets, and plan for the future. Depending on the trust structure and applicable law
     
    • Joint Estate Planning
    • Asset Organization
    • Continuity of Financial Management
    • Succession Planning
    • Privacy & Probate Planning
  • Complex Asset Protection Trust

    10,000$
     
    Families, and business owners with significant or complex assets, a carefully structured trust may provide a framework for long-term asset management, succession planning, and wealth preservation.
     
    • Complex Asset Organization
    • Asset Protection Planning
    • Business & Investment Interests
    • Estate & Tax Planning Coordination
    • Ongoing Trust Administration Support
  • Trust Annual Filing & Compliance

    1,000$
     
    Keeping a trust properly documented and meeting applicable annual filing and reporting requirements is an important part of responsible trust administration.
    Valid for 12 months
    • Annual Trust Review
    • Trust Information Updates
    • Annual Filing Preparation
    • Record Organization
    • Deadline Monitoring
  • Credit Reports Review

    1,299$
     
    Understanding your current credit position is the first step toward making informed decisions about improving, rebuilding, or maintaining your credit.
    Valid for one month
    • Improve and strengthen your credit profile
    • Address potential errors or inaccuracies
    • Explore debt restructuring and settlement options
    • Manage your existing credit obligations
    • Develop effective credit management habits
  • Land Trust Canada

    15,000$
     
    A land trust is an organization or structure established to help conserve, protect, or steward land and its important values over the long term. Vary depending on the organization and jurisdiction.
     
    • Private Landowners
    • Families & Future Generations
    • Farmers & Rural Landowners
    • Conservation Organizations
    • Communities & Non-Profit Organizations
  • TransUnion Consumer Disclosure Review

    649.50$
     
    Your credit report can affect your ability to qualify for loans, credit cards, housing, and other financial opportunities. Our credit review service helps you better understand your credit information
    Valid for one year
    • Review & identify areas that may need attention
    • Understand accounts, inquiries, payment history
    • Spot potentially inaccurate, incomplete, outdated info
    • Know next steps for addressing credit -report concerns
    • Develop practical habits for managing and improving credit
  • Dun & Bradstreet Corporate Credit Review

    1,299$
     
    Our corporate credit review service helps you understand your Dun & Bradstreet credit information, identify potential issues, and take informed steps to improve the accuracy and strength of profile.
    Valid for one year
    • Review of your Dun & Bradstreet business credit information
    • Identification of potentially inaccurate, outdated info
    • Review of payment and trade information
    • Guidance on understanding your business credit profile
    • Practical recommendations for maintaining stronger practices
  • Black Business Loan (BBL) Prerequisites

    500$
     
    Our consultation service helps Black-owned businesses prepare for the commercial lending process by reviewing key financial, business, and credit considerations before submitting a loan application.
     
    • Financing is up to $250,000.
    • Business and personal credit information
    • Black, or the business must be more than 51% Black-owned.
    • Bank statements
    • Business plan or funding proposal
  • Canada Small Business Financing (CSBFP)

    700$
     
    Our preliminary qualification process helps you understand whether your business and financing needs may align with the (CSBFP) before you approach a participating financial institution.
     
    • Financing Up to $1.15 Million.
    • Business and/or personal credit information
    • $1,000,000 in term financing.
    • $150,000 line of credit.
    • Expected gross annual revenues of $10 million or less.
  • Corporate Loans Up to $5 Million

    2,700$
     
    Expanding your operations, acquiring a business, purchasing commercial real estate, refinancing existing debt, or investing in new equipment, access to the right capital can help you move forward.
     
    • Business & Personal Credit
    • Business Revenue & Cash Flow
    • Time in Business
    • Purpose of Financing
    • Assets & Collateral
    • Financial Documentation
  • Mortgage Solutions Package

    2,798$
     
    Ten mortgage sessions to review your credit and map the next steps to qualify for better financing.
    Valid for 6 months
    • Credit review and action plan
    • 10 private mortgage strategy sessions
    • Guidance over a 6-month window
    • Pre-qualify for a mortgage
    • Eliminate 2nd and 3rd mortgage liens
    • Recover from foreclosure
  • Care & Home Quote Package + More

    0$
     
    With our affiliate partners, we now offer Home & Auto Insurance plus additional insurance product. It's another way we're making it simple to finance and protect what matters most-all under one roof.
    Free Plan
    • Trailer/RV Insurance Quote
    • Farm Insurance Quote
    • Boat Insurance Quote
    • Travel Insurance Quote
    • Rented Home/Condo Landlord Insurance Quote
    • Motorcycle/ATV/Snowmobile Insurance Quote
    • Tenant Renter Insurance Quote
  • T2201 Disability Tax Credit Certificate

    0$
     
    You may be eligible for the Disability Tax Credit (DTC) if you have a severe and prolonged impairment that significantly affects your daily life. Pre-qualify before moving forward.
    Free Plan
    • Walking Impairment
    • Mental Functions Impairment
    • Dressing Impairment
    • Feeding Impairment
    • Elimination Impairment
    • Speaking Impairment
    • Hearing Impairment
    • Vison Impairment
    • Cumulative Effect of Significant Limitations
    • Certain Life-Sustaining Therapies
  • Business Dissolution & Closing Services

    15,000$
     
    Closing a business involves more than simply stopping operations. We provide case management and administrative support to help you navigate the process in an organized and efficient manner.
    Valid for 12 months
    • Organizing business records and documentation
    • Preparing administrative forms and checklists
    • Organizing required info for business closure or dissolution
    • Tracking outstanding administrative requirements
    • Assisting with correspondence and document management
    • Organizing CRA-related business records and documentation
    • Creating a step-by-step closing file
    • Maintaining a record of completed and outstanding items
    • Coordinating information needed by accountants, lawyers, gov
  • CRA & Tax Appeals Support

    5,000$
     
    Dealing with the Canada Revenue Agency can be stressful—especially when you're facing a reassessment, benefit overpayment, request for information, or disagreement with a CRA decision.
    Valid for 12 months
    • Organize CRA notices, letters, statements, & correspondence
    • Reviewing and organizing documents related to a CRA matter
    • Assistance with information required for reviews, objections
    • Disability Tax Credit (DTC) application and documentation
    • Support with Canada Child Benefit (CCB) matters
    • Creating timelines and chronologies of events
    • Organizing medical, financial, and other supporting records
    • Tracking CRA requests, deadlines, & outstanding documents
  • Class Action Settlement Support

    3,500$
     
    Determining qualification for a class action settlement & completing the required paperwork can be confusing. We help clients organize their information, understand administrative requirements.
    Valid for 6 months
    • Settlement Eligibility Screening
    • Claim Form Assistance
    • Supporting Documentation
    • Claim Preparation
    • Deadline Tracking
    • Settlement Correspondence
    • Submission Follow-Up
    • Multiple Settlement Opportunities
  • Landlord & Tenant Matters

    3,500$
     
    Case management and administrative support for landlord and tenant issues, disputes, and proceedings.
    Valid for 6 months
    • Notice & Correspondence Organization
    • Lease & Agreement Documentation
    • Rent Arrears & Payment Records
    • Evidence & Document Preparation
    • Dispute File Management
    • Application & Form Assistance
    • Hearing & Proceeding Preparation
    • Deadline & Appointment Tracking
    • Property Condition & Maintenance Records
    • Case Progress Tracking
  • Family Immigration Support

    5,000$
     
    Administrative & case management assistance for family sponsorship & immigration applications to Canada. Bringing your family together is important. Navigating immigration forms can feel overwhelming.
    Valid for 12 months
    • Spousal Sponsorship
    • Spousal Sponsorship Documentation
    • Dependent Children Application
    • Document Checklists & Organization
    • Form Completion Assistance
    • Supporting Evidence Organizatioln
    • Application File Managment
    • Missing Document Tracking
    • Deadline & Appointment Tracking
    • Immigration Correspondence Organization
    • Application Progress Tracking
  • Debt Management 12-Session Pack

    5,100$
     
    Discover informed approaches to managing outstanding obligations, evaluating repayment options, understanding credit utilization, and building stronger financial habits. Your Credit is Important.
    Valid for one year
    • Reduce Creditor Pressure
    • Negotiate & Settle Debts
    • Prepare & Manage Court Files
    • Address Credit Reporting Issues
    • Hold Financial Institutions Accountable
    • Represent Your Interests
  • Immigrant Guidance Package

    2,500$
     
    We provide personalized educational guidance to help new immigrants build strong financial habits, understand available financial options, and navigate the financial system with greater confidence.
    Valid for 3 months
    • Banking and Financial Foundations
    • Credit Building and Management
    • Budgeting and Debt Management:
    • Savings and Financial Planning
    • Digital Financial Literacy
  • Build Crypto Knowledge with Confidence

    2,500$
     
    Build Your Crypto Knowledge with Confidence Explore the essentials of cryptocurrency portfolio management, digital asset security, blockchain technology, exchange-traded funds (ETFs), & crypto wallet
    Valid for 12 months
    • Set Up a Crypto Portfolio
    • Secure Your Digital Assets
    • One payment covers all sessions
    • Understand Blockchain ETFs
    • Explore Crypto Wallets
    • Buy & Sell Limit Orders
    • Price Targets & Risk Management
    • Monitor Your Orders
    • Understand market conditions and available liquidity
  • Bill Management

    2,500$
     
    We provide educational guidance and practical strategies to help you structure your bill payments, organize due dates, and establish reliable payment routines.
    Valid for 3 months
    • Payment Organization:
    • Payment Reminders
    • Budget & Cash Flow Planning
    • Automatic Payment Options
    • Late Payment Prevention
    • Review Your Bills for Accuracy
    • Recover Funds From Billing Errors
  • Financial Mentorship

    4,500$
    Every year
    Do you have a loved one who could benefit from personalized financial guidance & ongoing support with managing their finances? For adults living with anxiety, dyslexia, learning disabilities, ADD.
    Valid for 3 years
    • Personalized Budgeting
    • Banking Organization
    • Bill Payment Support
    • Credit Management
    • Debt Management
    • Ongoing Financial Mentorship
    • Supporting Your Loved One Every Step of the Way
  • Senior Advocacy, Financial Protection &

    5,550$
     
    +$1,110 20% Retainer $92.50 (48 Month)
    Senior Advocacy, Financial Protection & Case Management Protecting Their Dignity. Safeguarding Their Finances. Giving Seniors a Voice.“Honour thy father and mother.” — Ephesians 6:2 (KJV).
     
    • Financial Advocacy & Protection
    • Neglect Identification & Advocacy
    • Senior Case Management
    • Benefits & Resource Navigation
    • Accountability & Follow-Up
    • Family Guidance & Support
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