Our pricing is designed to be transparent, ensuring you understand what you pay for our investment management services.
Affordable Solutions
Competitive Pricing for Your Investment Needs
Secure your financial future today.
Invest with confidence using our automated reminders.
Develop effective risk management strategies tailored to your needs.
Stay on track with proactive portfolio policy guidance.
Transparent Pricing
Frequently Asked Questions
Find answers to your pricing questions.
Clear and straightforward pricing structure.
Multiple tiers to fit different investment needs.
No surprise fees, just honest value.
We offer competitive rates that align with the value of proactive portfolio management and automated rebalancing.
You can choose from different pricing tiers based on the services you need, ensuring flexibility for various investment strategies.
No hidden fees—what you see is what you get, empowering you to make informed financial decisions.
Explore our pricing options and find the perfect plan to enhance your investment strategy with Policy Guard.
Flexible Plans
Choose Your Policy Plan
Tailored solutions for your portfolio management
Expert insights tailored to your needs
User-friendly interface for easy navigation
Flexible plans that grow with you
Starter
Basic Portfolio Guard
CA$89.00
Essential tools for managing your investments.
Automated rebalancing reminders
Basic portfolio analysis
Email support
Monthly performance summary
Popular
Most Popular
Standard Portfolio Guard
CA$149.00
Comprehensive features for serious investors.
All Starter features
Advanced portfolio insights
Priority email support
Quarterly performance reviews
Premium
Elite Portfolio Guard
CA$249.00
The ultimate solution for professional portfolio management.
All Standard features
Personalized investment strategy
Dedicated account manager
Weekly performance updates
Flexible Plans
Choose Your Policy Plan
Tailored solutions for your portfolio management
Basic Portfolio Guard
Expert insights tailored to your needs
Standard Portfolio Guard
Elite Portfolio Guard
Price
CA$89.00
CA$149.00
CA$249.00
Billing
per visit
per visit
per visit
Highlights
Automated rebalancing reminders
All Starter features
All Standard features
Best for
Essential tools for managing your investments.
Comprehensive features for serious investors.
The ultimate solution for professional portfolio management.
Expert insights tailored to your needs
User-friendly interface for easy navigation