Save $100Family plan
Retirement Income Plan
$399.00
$499.00
CANADIAN MONEY TEAM
Invest Smarter, Together
Get clear portfolio reviews, TFSA and RRSP plans, and tax-smart advice for families and small business owners across Canada. Make each dollar work toward your goals.
TOP SELLERS
Plans People Buy Most
Lead with the products customers compare first: clear names, real benefits, prices, badges, and fast links to buy.
HOT60-minute review
TFSA Growth Check
$129.00
-17%Year-end
RRSP Deadline Pack
$149.00
$179.00
2 adults
Family Wealth Map
$219.00
Save $50Owner review
Small Biz Cash Plan
$249.00
$299.00
POPULARModel port
Tax-Smart ETF Mix
$179.00
NEWMonthly
Market Update Brief
$49.00
-25%Scorecard
Risk Check Report
$89.00
$119.00
Seasonal offer
Save on Year-End Taxes
Feature one bundle, collection, or gift guide with enough context to make the offer feel intentional.
Limited
Year-End Tax Review
Check TFSA, RRSP, and capital gains before the year ends.
$199.00
Featured offer
POPULAR
Retirement Income
SALE
TFSA and RRSP
Social proof
What Clients Say
Pair customer language with practical buying reassurance so shoppers can decide without hunting for policies.
“
“They fixed our TFSA and RRSP mix, cut the guesswork, and gave us a plan we trust”
T
Maya Singh
Verified buyer
“
“Our company cash plan is clear now, and tax time was far less stressful than before”
O
Ethan Clarke
Verified buyer
Complete the basket
More Plans to Add
POPULARIncome sketch
Retirement Income Map
$179.00
NEW30 min
TFSA Room Check
$79.00
Save 20%Tax year
RRSP Top-Up Plan
$99.00
PDF kit
Family Goal Sheet
$59.00
HOT45 min
Small Biz Owner Call
$199.00
Tax note
Capital Gains Check
$149.00
POPULARRisk fit
Asset Mix Review
$129.00
-30%12 emails
Market Update Pass
$39.00
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01Who do you help?+
We help Canadian families, individuals, and small business owners with investing, taxes, and retirement plans.
02What comes in a review?+
You get a check of your holdings, risk level, fees, TFSA and RRSP room, plus a plain next-step list.
03Do you work with small businesses?+
Yes. We help owners sort pay, tax, cash reserves, and investment plans that fit business and home goals.
04Can you help with market swings?+
Yes. We send clear market notes and compare your plan with your risk level when stocks move fast, so you can stay on track.
05Do you give tax help?+
We focus on tax-smart investing, like TFSA, RRSP, asset mix, and capital gains timing where it fits for your goals.
06How do I start?+
Book a review, send your account list, and we will map your next steps in a short call and follow-up note.
Monthly Market Notes
Get one short email with market notes, tax dates, and planning tips for Canadian families and owners.