Metric 01
4.9/5
Client rating
CANADIAN WEALTH
Grow Wealth With Confidence
Phoenix Invest helps Canadian individuals and small business owners plan retirement, build ETF and stock portfolios, and cut tax drag. Get clear next steps and steady reviews.
Metric 02
30 min
Intro call length
Metric 03
3 tiers
Service levels
HOW IT WORKS
How The Process Works
Map RRSP, TFSA, CPP, and OAS income into a clear retirement path.
2-week plan
Retirement Planning
From $750
Map RRSP, TFSA, CPP, and OAS income into a clear retirement path.
1 portfolio review
Portfolio Construction
From $1,100
Monthly check-ins
ETF Portfolios
From $650
01Quarterly review
Stock Investing
From $900
Stock plans with set position sizes and review rules.
02Tax season prep
Tax-Smart Wealth
From $850
Use RRSP, TFSA, FHSA, dividends, and gains in a tax-smart way.
03Monthly cash view
Cash-Flow Guidance
From $500
Track income, costs, and owner pay so monthly cash stays clear.
OUR SERVICES
Services Built For Real Goals
We start with your goals, income, debts, and time frame so the plan fits your life.
01
Goal Review
02
Plan Build
03
Portfolio Setup
04
Ongoing Checkups
CASE STUDIES
Client Results In Focus
45-minute intake call\nRisk profile review\nRetirement gap check\nRRSP and TFSA map\nOne-page action plan
Billed monthlyBilled monthly
Starter
From $499/mo
- 45-minute intake call\nRisk profile review\nRetirement gap check\nRRSP and TFSA map\nOne-page action plan
Most popularBilled monthly
Signature
From $1,250/mo
- Two planning calls each month\nHousehold balance sheet\nETF and stock model\nTax room plan\nRebalancing rules\nCash reserve target
Quarterly billingQuarterly billing
Scale
From $2,500/mo
- Bi-weekly advisor calls\nFamily and business plan\nDividend and salary map\nCapital gains review\nPrivate stock watch list\nAnnual review book
WHAT CLIENTS SAY
What Clients Say
The owner set a clean retirement path and cut tax-time cash pressure.
Dentistry
RRSP Plan for a Dental Clinic
The owner set a clean retirement path and cut tax-time cash pressure.
Tech
ETF Mix for a Tech Founder
Retail
Cash Flow for a Family Shop
Consulting
Retirement Map for a Consultant
Trades
Stock Plan for a Trades Firm
Retirement and portfolio planning
Maya Chen
Tax-smart cash flow
Daniel Brooks
ETF and stock research
Priya Nair
Reviews and meeting prep
Lucas Tremblay
Proof
Customer notes
Verified
“My RRSP and TFSA plan finally made sense, and cash flow is easier to track.”
Alicia Grant
Owner, North Shore Dental
Verified
“We moved from scattered accounts to one clear portfolio with simple review steps.”
Evan Patel
Founder, Northline Apps
Verified
“The advice was plain and calm. I knew what to do at each meeting.”
Mina Ouellet
Consultant, Maple Ridge Advisory
Service area
Greater Toronto Area
Toronto, Mississauga, Vaughan, Markham, Brampton
Area 01
Greater Toronto Area
Toronto, Mississauga, Vaughan, Markham, Brampton
Area 02
Ottawa Region
Ottawa, Kanata, Nepean, Orleans, Gatineau
Area 03
Calgary Corridor
Calgary, Airdrie, Red Deer, Okotoks, Cochrane
Area 04
Vancouver Lower Mainland
Vancouver, Burnaby, Surrey, Richmond, Coquitlam
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01Who do you work with?+
We work with Canadian individuals and small business owners who want a clear plan for investing, taxes, and cash flow.
02Do you manage RRSP and TFSA accounts?+
Yes. We help you map RRSP, TFSA, FHSA, and non-registered accounts so each one has a clear role.
03Can you help with stocks and ETFs?+
Yes. We build ETF and stock mixes that fit your risk level, time frame, and need for cash.
04How often do we meet?+
Most clients meet monthly or quarterly. We review goals, portfolio moves, and tax points on each call.
05Do you help small business owners?+
Yes. We look at owner pay, dividends, cash reserve levels, and tax timing so the business and home plans match.
06What is the first step?+
Book an intro call. We learn your goals, review your current setup, and send a short plan for the next step.
Money Notes By Email
Get short notes on retirement, investing, tax moves, and cash-flow habits for Canadian families and owners.