Q1:  What fees do you charge for Financial Planning?

 

Financial planning service consists of a base fee and an hourly rate. Because case complexity varies, the time required to complete a plan will also vary.  We initially provide a complimentary exploratory assessment, after which we will prepare a quote for your review.  The base price is due at the outset of the project. Additional charges are billed separately. 

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Planning Components                                                  Base Price

Personal                                                                          $250

Personal + Business                                                      $400

Personal + Business + Trust                                         $500

 

Plus: Hourly Rate $150

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Q2:  How can I receive complimentary Financial Planning?

 

We provide complimentary Financial Planning for clients who wish to have us manage their investments.  

For more information, please see the Investments page and Investments FAQ. 

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Q3:  What is e-Courier?

  Protecting your information is a priority at Milan Financial Group. e-Courier.ca is Canada's premier

secure email and file sharing service we use to send and receive sensitive and confidential information. 

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Q4:  How do I send a secure message?​

1. Log on to e-courier.ca - your username is your email address.

2. At the top bar towards the left, click "New."

3. Click "Compose a New e-Package."

4. Enter Ferd's email address, ferd@milanfinancialgroup.com

5. Write your message and/or attach a file.

6. Click "Send Secure e-Package."

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Q5:  How do I reset my e-Courier password if I forget what it is?

1. Click "Forgot my password?" on e-Courier's homepage.

2. A hint will be sent to your email to help you remember your password.

3. If you still cannot remember, please contact Joy at joy@milanfinancialgroup.com 

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