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.
Planning Components Base Price
Personal + Business $400
Personal + Business + Trust $500
Plus: Hourly Rate $150
Q2: How can I receive complimentary Financial Planning?
We provide complimentary Financial Planning for clients who wish to have us manage their investments.
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.
Q4: How do I send a secure message?
Log on to e-courier.ca - your username is your email address.
At the top bar towards the left, click "New."
Click "Compose a New e-Package."
Enter Ferd's email address, firstname.lastname@example.org
Write your message and/or attach a file.
Click "Send Secure e-Package."
Q5: How do I reset my e-Courier password if I forget what it is?
Click "Forgot my password?" on e-Courier's homepage.
A hint will be sent to your email to help you remember your password.
If you still cannot remember, please contact Joy at email@example.com