PRICING
Simple Pricing for Smarter Retirement Decisions
Essentials Plan
$9/month or $90/year
Access to all self-guided retirement planning tools, goal tracking, income simulation and tax modelling, plus a guided setup walkthrough.
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Advisor Access
$540 one-time, plus HST
One hour with a Certified Financial Planner® professional at our standard $450 advisory rate (plus HST), plus a full year of Essentials at $90. Already on the annual plan? Your session is $450 plus HST — you have the year.
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On-Demand
Need a Full Plan?
Odyssey Wealth
Some situations outgrow a self-directed tool — a pension commutation decision, a business sale, estate structuring, a spouse on a different timeline. That work happens at Odyssey Wealth.
Explore Odyssey Wealth
Essentials Plan
Everything self-guided: Includes a guided setup walkthrough and full access to Odyssey ONE’s retirement & financial planning platform, with goal‑tracking, income simulation and tax modelling so you can explore different retirement scenarios on your own
Flexible subscription: Available on a monthly or annual basis ($9/month or $90/year) for affordable, continuous access to the planning tools
Ideal for DIY planners: Designed for users who want to model retirement income, visualize net‑worth projections and test strategies like TFSA/RRSP withdrawals without engaging an advisor.
VS
Advisor Access ($450 session + $90 year, plus HST)
Personalized review: Includes a full year of the Essentials Plan plus a one-hour session with a Certified Financial Planner® professional to review the plan you built. Already on the annual plan? The session on its own is $450 plus HST.
Tailored guidance: Receive professional feedback on your savings, withdrawal strategy and tax projections to sharpen your retirement outlook.
No long‑term commitment: Ideal for those who mainly use the self‑service tools but want occasional professional input for peace of mind or to validate a major decision.
NEXT STEP
Odyssey Wealth (Life-First Blueprint™)
When it gets complex: Pension commutation, a business transition, estate structuring, a blended family. These sit outside what any self-directed tool should decide for you.
A full engagement: The Life-First Blueprint runs across roughly seven sessions with a Certified Financial Planner® professional — Position, Destination, Distance, Chart and Passage.
Start with a conversation: Odyssey Wealth offers a free Clarity Call before any engagement begins.
Start Planning With Confidence
Join a growing number of Canadians who are using data-driven tools to make smarter retirement decisions—with clarity and independence.
Navigating Wealth With Purpose
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