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As your wealth grows with GARDHOUSE Financial Counsel, so do your benefits.
T1 Tax Returns
Wills and Powers of Attorney
Financial Planning
Foundation
$10,000 -
$100,000
in assets*
T1 Tax Returns
Complimentary CRA Reviews
Wills and Powers of Attorney
Bundle Discount ($50 savings)
Financial Planning
Annual check-in
Core
$100,000 -
$500,000
in assets*
T1 Tax Returns
25% Discount
Wills and Powers of Attorney
Complimentary Power of Attorney
Financial Planning
Comprehensive Annual Review, Net Worth Statement
Signature
$500,000 -
$1,000,000
in assets*
T1 Tax Returns
50% Discount
Wills and Powers of Attorney
Two complimentary Powers of Attorney
Financial Planning
Semi-annual Review, Net Worth Statement, Retirement & Estate Planning
Generational
$1,000,000+
in assets*
T1 Tax Returns
Complimentary
Wills and Powers of Attorney
Complimentary Will and two Powers of Attorney
Financial Planning
Quarterly Review, Net Worth Statement, Retirement & Estate Planning, Fee Negotiation
*Assets include ETFs, GICs, mutual funds and segregated funds per household.
Additional service options are available as financial needs evolve.