Professional Analysis Plans
Choose the analytical service level that matches your financial planning needs
Individual results may vary significantly based on market conditions, timing, and personal financial circumstances.
Past performance does not guarantee future results.
Essential Analysis
Perfect for individuals beginning their financial analysis journey
per month
Features included:
Management fee: 0.5% annually on analyzed amounts
All prices include applicable taxes (HST 13% where applicable)
Professional Analysis
Comprehensive analysis for serious financial planning
per month
Features included:
Management fee: 0.75% annually on analyzed amounts
All prices include applicable taxes (HST 13% where applicable)
Premium Advisory
Complete analytical service with personalized consultation
per month
Features included:
Management fee: 1.0% annually on analyzed amounts
All prices include applicable taxes (HST 13% where applicable)
Payment Information
We accept the following payment methods:
• Visa and Mastercard
• American Express
• Bank transfer (ACH/EFT)
• PayPal
Billing Information
Subscriptions are billed monthly or annually in advance. You can cancel at any time through your account dashboard or by contacting our support team.
Annual subscriptions receive a 15% discount and are billed once per year. All fees are non-refundable except as required by applicable law.
Representative APR for payment plans: 0% APR (no financing charges for direct payments)
Licensed by Investment Industry Regulatory Organization of Canada (IIROC) Member #45782
All services are provided by SynergySpark, licensed by IIROC Member #45782. Past analytical performance does not guarantee future results.
Frequently Asked Questions
How quickly will I receive analysis after subscribing?
You'll receive access to our current reports immediately upon subscription confirmation. New reports are delivered according to your plan schedule (monthly, weekly, or daily).
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time through your account dashboard. Changes take effect at your next billing cycle.
What makes your analysis different from free resources?
Our analysis is conducted by licensed professionals with 15+ years experience, using proprietary research methods and focusing on actionable insights rather than general market commentary.
Still have questions about our analytical services?
Contact Our Team