Transparent Subscription Pricing
One clear monthly fee, no surprises
Our subscription is $250 CAD per month. This covers all consultations, analytical reviews, and ongoing support—no extra or hidden fees. You pay the same amount each month for continuous service.
Meet our advisory team
Sandra Lee
Senior Financial Planner
Sandra brings over 15 years of experience working with clients across Canada. She specializes in providing practical, actionable advice, always focusing on clear communication and ethical standards.
James Patel
Financial Planning Advisor
James is dedicated to helping clients understand complex financial concepts. He is known for his approachable style and strong commitment to transparency in every consultation.
Alicia Martin
Client Services Manager
Alicia ensures every client receives timely, responsive support. Her background in client relations helps her deliver the service and care that define our subscription model.
Our subscription process explained
From your first consultation to ongoing support, see how our service works to support your financial planning needs.
Initial Consultation Booking
Get started by scheduling your first session with an advisor after subscribing.
Once you subscribe, you’ll receive instructions on how to book your first consultation. This session is designed to assess your needs and introduce you to our process.
Personalized Situation Review
Your advisor will review your financial situation and gather relevant information.
During the first session, your advisor will discuss your background, goals, and current circumstances to create a tailored planning experience.
Analytical Review and Discussion
Receive a fact-based review and discuss available options in detail.
Your advisor will provide analytical insights and recommendations, helping you understand your current position and possible directions. Results may vary.
Ongoing Monthly Consultations
Continue with monthly sessions to review progress and adjust the plan as needed.
Each month, you’ll meet with your advisor to ensure your plan reflects your evolving needs and circumstances. All guidance is delivered confidentially and ethically.
Our subscription process explained
From your first consultation to ongoing support, see how our service works to support your financial planning needs.
Choose your subscription plan
Standard
Monthly financial planning subscription
CA$250.00
monthly
- All consultations included
- Analytical reviews and discussion
- Direct access to advisors
Flexible
Monthly plan with flexible scheduling
CA$250.00
monthly
- Flexible appointment times
- Personalized guidance
- Transparent monthly fee
Comprehensive
All-inclusive monthly subscription
CA$250.00
monthly
- Ongoing support and advice
- Regular analytical reviews
- No hidden charges
- All consultations included
How bavesmiilo compares to others
| Features | bavesmiilo | Competitor A | Competitor B |
|---|---|---|---|
| Transparent Monthly Fee | |||
| All Consultations Included | |||
| Direct Advisor Access | |||
| No Hidden Charges |