Services designed for depth, not speed

Each engagement is structured around behavioral insight and sustainable change

Executive Financial Planning

CAD $2,850 / quarterly

Designed for senior leaders managing complex compensation packages, equity positions, deferred compensation, and multi-generational planning responsibilities.

What this includes:

  • Comprehensive financial behavior assessment
  • Equity compensation optimization strategy
  • Tax-efficient wealth accumulation planning
  • Legacy and estate design consultation
  • Quarterly review sessions with ongoing support
  • Integration with existing legal and tax advisors

This is not cookie-cutter planning. We examine decision patterns, risk psychology, and how your financial approach reflects your leadership style. Each strategy is built specifically for your circumstances.

Leadership Foundations Workshop

CAD $4,200 / program

A six-week intensive exploring the psychological foundations of effective leadership. Combines behavioral science, decision-making frameworks, and practical application to organizational challenges.

What this includes:

  • Weekly two-hour facilitated sessions
  • Cognitive bias awareness training
  • Decision architecture design for high-stakes choices
  • Values clarification and alignment exercises
  • Presence cultivation practices
  • Post-program integration support

Most leadership development focuses on skills and competencies. We focus on the internal operating system that determines how those skills are deployed. Participants report shifts not just in what they do, but in how they think.

Behavioral Investment Audit

CAD $1,650 / session

A forensic examination of your investment history, decision patterns, and behavioral tendencies. We identify cognitive biases, emotional triggers, and structural factors that have influenced past performance.

What this includes:

  • Portfolio transaction history analysis
  • Cognitive bias assessment specific to investment behavior
  • Risk tolerance versus risk capacity evaluation
  • Decision trigger identification
  • Realignment recommendations with behavioral guardrails
  • Implementation roadmap

This audit often reveals patterns clients were unaware of. Emotional selling during downturns. Overconfidence in familiar sectors. Paralysis in decision-making. Once visible, these patterns can be managed.

Transition Financial Guidance

CAD $2,100 / engagement

Support for professionals navigating major life transitions. Career changes, entrepreneurial ventures, business exits, retirement planning, or unexpected financial shifts.

What this includes:

  • Transition impact modeling across scenarios
  • Cash flow restructuring strategies
  • Psychological preparation for financial uncertainty
  • Decision-making frameworks for ambiguous situations
  • Risk mitigation planning
  • Ongoing support during transition period

Transitions expose vulnerabilities in financial plans built for stability. We help clients navigate uncertainty without panic, making strategic decisions when the path forward is unclear.

Organizational Financial Literacy

CAD $5,800 / workshop

Custom workshops designed for leadership teams, boards, or department heads. Focuses on financial decision-making psychology, resource allocation, and building organizational cultures of fiscal responsibility.

What this includes:

  • Full-day or multi-session workshop tailored to your organization
  • Financial decision-making frameworks for groups
  • Budget psychology and behavioral economics of resource allocation
  • Case study analysis from your industry
  • Interactive exercises and practical application
  • Post-workshop implementation guide

Financial literacy training typically teaches accounting principles. We teach how teams actually make financial decisions under pressure, with incomplete information, and competing priorities.

Common questions

How are these services different from traditional financial planning?

Traditional planning emphasizes portfolio optimization and tax efficiency. We begin with behavioral foundations. Understanding why you make certain financial decisions is as important as making technically correct ones. Many clients have failed to execute perfectly designed plans because those plans conflicted with their actual decision-making patterns.

Do you manage investments directly?

We provide strategic guidance and behavioral coaching rather than direct asset management. For clients who need ongoing portfolio management, we collaborate with their existing advisors or can recommend specialists. Our focus is on decision architecture, not day-to-day trading.

What is the typical engagement timeline?

Initial consultations typically span two to three months. Ongoing planning relationships continue quarterly or semi-annually. Workshops and audits are discrete engagements. Leadership programs run six weeks. The timeline depends on complexity and your availability.

Who benefits most from this approach?

Clients who value psychological insight alongside technical expertise. Those who have experienced the limits of purely analytical financial advice. Leaders who recognize that their relationship with money influences broader decision-making patterns. People facing transitions or complexity that standard planning does not address.

Begin with an exploratory conversation

Discuss your situation and determine if our approach is the right fit.

Contact Us