Quick Start or “30 under 30” Program

The ideal program for Millennials


Too often, the vast majority of Millennials get neglected in the wealth management industry. Why? Well, for the most part, a Millennial hasn’t had the opportunity and life experience to build enough investable assets to be a worth while client under conventional business models.

Look no further. Cup Wealth Management Inc. has arrived.

Our Quick start or 30 under 30 program is an ideal solution for people who are under the age of 30 or those who do not need comprehensive financial planning advice. This package is best for people who have multiple one off quick answer questions or service needs such as:

  • Personal Tax Preparation
  • Financial Coaching
  • Creating a savings plan – Should I contribute to my RRSP, TFSA, or Non-Registered Account?
  • Investment review – Fee audit, performance review, asset allocation, asset location
  • Debt repayment planning
  • How do I apply for a mortgage? Line of Credit?
  • Cash flow management
  • Setting up bank accounts
  • Financial goal setting for large purchases (like a house, car, etc.)
  • Get yourself set up right financially so you can crush it after age 30
  • Ad hoc advice

How does it work? Simple: It’s $30 / month + HST billed annually = $406.80 All in.

What do I get in the package?

  1. One Basic personal tax preparation
  2. 3 hours of anything goes “virtual financial planning advice” that must be used within 12 months of purchase

 

Personal Tax Preparation Services


Personal Taxes…Yuck! Preparing your personal taxes can be stressful and overwhelming. Not knowing what to report or deduct? Missing key reporting information can also land you in some hot water with the CRA. What a head ache, nobody really wants that.

Let us take care of this head ache for you. At worst, we’ll only make you walk to your local mail box. At best, you don’t even have to leave your home.

How it Works: We prepare your personal income taxes for you. All you have to do is provide us with your information and we’ll take care of the rest! If you can’t find all of your information, that’s ok! As we are a registered E-file representative we double check all the information you give us with what the CRA has on file to make sure we don’t miss anything. We have your back!

You can sleep easy knowing that we’ll optimize all of your available deductions and credits so you can get the tax refund you deserve.

Pricing:

Basic Individual Personal Tax Preparation and E‑filing Base Fee $150 + HST
Basic Personal Tax Prep for Couple / Common Law
(2 Basic Personal Tax Returns)
Base Fee $275 + HST
Filing for Children Add $50 + HST per child
Sole Proprietor/freelancer Add $100 + HST
HST Return Add $50 + HST
Rental Property Add $100 + HST per property
Foreign Income Verification Statement Add $100 + HST
*Ad hoc or “one off” schedules Add Hourly Fee applies @ $150 + HST per hour

Please note: A fee estimate and engagement letter will be sent out to the client before any work is done to ensure a clear understanding of the scope of the engagement and services that are to be provided by Cup Wealth Management Inc.

Need more info? Book your complimentary personal tax call to find out more

Book now

Investment Management


Cup Wealth Management Inc. currently has a referral arrangement in place with various portfolio managers. A percentage of assets under management fee can be used as a compensation method.

For more information on this program, please contact support@cupwealthmanagement.ca

Full Disclosure: Cup Wealth Management Inc. does not have any influence on the investment decisions of the respective portfolio managers.

 

Insurance Solutions


As part of our comprehensive financial planning process we review any insurance policies you currently have in place and through our objective analysis determine if there are any gaps in your coverage. After an insurance needs analysis is conducted we make a recommendation on the appropriate type and amount of insurance that is required to protect you and your family.

Our Insurance Solution services include:

  • Term & Permanent Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Group Benefit Plans for your Employees & Business (Health & Dental)
  • Annuities

If we recommend to purchase more insurance, we give you the option on implementation. You are free to take our recommendation and implement it with your desired broker/agent, as we have already been compensated through you via the financial planning fee. However, we also offer implementation of insurance solutions.

Despite this, insurance products have embedded commissions. Regardless of who you implement with, you will end up paying a commission. Holding true to our promise, we will fully disclose all commissions earned on insurance sales. We really do mean it when we say our client’s interests come first.

Full Disclosure: Cup Wealth Management Inc. receives compensation in the form of a commission from the respective insurance carrier chosen. All commissions earned by Cup Wealth Management Inc. will be fully disclosed at time of sale.

Book now