Straightforward pricing with a flat monthly rate
Simple subscription
For $250/month, you receive ongoing access to professional planning advice, regular consultations, and flexible support. No extra fees or hidden costs—just one transparent price.
Results may vary based on your individual situation.
Meet our advisors
Experienced and client-focused professionals
Rachel Kim
Senior Advisor
Bachelor of Commerce UBC
12 years "Client support"
Maple Advisory Group
Award for client service
Published planning articles
Rachel brings over 12 years of experience to the team, helping clients understand their options and feel confident about their plans.
Daniel Singh
Planning Specialist
MBA, Business Management York University
8 years "Ongoing advice"
Pacific Planning
Recognized for transparency
Led advisor training
Daniel specializes in ongoing planning support, making sure each client receives tailored advice and timely recommendations.
Leah Morgan
Client Advisor
Bachelor of Economics McGill University
10 years "Relationship management"
True North Advisors
Top advisor recognition
Client feedback award
Leah’s approach is rooted in clarity and respect, focusing on clear communication and building lasting relationships with clients.
Omar Rahman
Senior Consultant
Master of Finance University of Toronto
15 years "Analytical reviews"
Summit Planning Group
Industry speaker
Process improvement leader
Omar brings a thoughtful, analytical perspective to every client relationship, focusing on practical solutions and ongoing support.
How our process works for you
We begin with a consultation, get to know your needs, and provide ongoing support as your situation evolves.
Getting started together
Sign up online and we’ll match you with an advisor who will introduce themselves and explain what to expect.
The welcome call covers your preferences and sets the stage for your ongoing journey.
Personalized consultations
Your advisor will guide you through discussions and provide practical recommendations tailored to your needs.
We adapt our approach as your circumstances change to keep advice relevant.
Ongoing support and check-ins
Stay connected with your advisor for regular updates, reviews, and adjustments throughout your subscription.
You can reach out anytime for additional guidance or to change your plan.
Our pricing plans
Standard
Ongoing planning support included
CA$250.00
month
- Unlimited advisor consultations
- Regular progress check-ins
- Transparent monthly fee
- Flat monthly fee applies
Flexible
Pause or adjust subscription anytime
Premium
Dedicated advisor, priority response
Results may vary. Flat $250 monthly fee for all ongoing planning services.
How we compare
See how zelquoriax’s subscription stacks up against others
zelquoriax
Subscription-based planning
Flat monthly fee
One simple price, no extras
Dedicated advisor
Work with the same planner
Flexible consultations
Consultations on your terms
No setup charges
No one-time signup fees
Traditional firm
Pay-per-meeting model
Flat monthly fee
One simple price, no extras
Dedicated advisor
Work with the same planner
Flexible consultations
Consultations on your terms
No setup charges
No one-time signup fees
Advisor network
Variable fees apply
Flat monthly fee
One simple price, no extras
Dedicated advisor
Work with the same planner
Flexible consultations
Consultations on your terms
No setup charges
No one-time signup fees