Composite Finance Inc.

GIC's and Financial Planning in Nanaimo & Victoria - Graham Cook CFP, FMA, CIM

Hourly Rates


Comprehensive & Modular Planning

 

If the intention is to engage in a planning relationship we do not charge for our initial discussion. We need to be sure that we can add value otherwise there is no point in the engagement. In addition the client and the advisor need an opportunity to gauge compatibility before entering into an agreement.

 

After an initial discussion of the client’s needs and a review of documentation we produce a fixed price Engagement Agreement for your approval. The scope of work, terms, total cost and your privacy are all assured in writing.

 

Comprehensive & Modular Planning are quoted using our lower preferential hourly rates. See our Process page for details about fixed price engagements.

 

The Minimum Rate: The preferential hourly rate can be as low as $128 per hour for comprehensive and modular planning depending on the client’s payment preference.  We offer an exclusive selection of cost-saving opportunities when the client prepays for their scheduled Wealth Management needs.

 

A rate reduction recognizes a commitment to planning on the part of the client and effectively demonstrates our fundamental promise to always work in the best interests of the client. The reduced rates reflect efficiencies we expect to realize from improved time management.

 

Maximum Rate: The maximum hourly rate for consulting is $255 per hour for one-off consultations. Payment is due at the conclusion of the meeting. 

 

Our Terms: For fixed priced engagements: half of the total fee is due upon signing the Engagement Agreement; the remainder is due upon presentation of our report. Our preferred hourly rate packages are based on prepaying for blocks of service.

 

GST applies to all rates.              

 

2 nd Floor, 20 Townsite Road, Nanaimo, B.C., Canada, V9S 5T7

Call: 1 250 716-5750

Toll Free Fax: 1 866 598-7496

 

101 - 3960 Quadra Street, Victoria, B.C., Canada, V8X 4A3

Toll Free Phone: 1 888 361-8631

 

 Email: CompositeFinance@telus.net

 

 

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