Savant WealthSavant Wealth

CANADIAN WEALTH PLANS

Smart Wealth for Canadians

We help Canadian families, professionals, and business owners make clear plans for savings, taxes, retirement, and estate choices. Get advice you can use.

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Metric 01

4.8/5

client rating

Metric 02

186+

reviews

Metric 03

5

planning areas

OUR PROCESS

How the plan starts

A clear mix for growth, income, and risk control.

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Annual review

Portfolio Management

From $1,500

A clear mix for growth, income, and risk control.

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60-min review

Retirement Planning

From $1,250

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RRSP and TFSA

Tax-Smart Savings

From $850

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01Will and heirs

Estate Planning

From $1,800

Map wills, heirs, and gifts so assets pass with less stress.

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0230-day plan

Risk Assessment

From $650

Check gaps in insurance, debt, and portfolio risk.

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03Family or firm

Cash Flow Guidance

From $1,000

Track money in and out for home, family, or business.

WHAT WE HANDLE

Core wealth services

We learn your goals, list the money gaps, and set the next steps.

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01

Intro Call

We learn your goals, list the money gaps, and set the next steps.

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02

Plan Draft

We build your savings, tax, retirement, and estate plan in plain words.

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03

Review Options

We walk through choices, costs, and timing so you can pick with care.

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04

Ongoing Check-Ins

We meet on a set schedule, update the plan, and keep things on track.

CLIENT RESULTS

Plans that fit real life

One planning call Cash flow snapshot RRSP and TFSA review Risk check Action list

Billed monthlyBilled monthly

Starter

From $499/mo

  • One planning call
  • Cash flow snapshot
  • RRSP and TFSA review
  • Risk check
  • Action list
Most popularBilled monthly

Signature

From $1,250/mo

  • Everything in Starter
  • Quarterly portfolio review
  • Tax-saving plan for Canada
  • Retirement income map
  • Estate plan review
  • Two strategy calls a month
Billed monthlyBilled monthly

Scale

From $2,750/mo

  • Everything in Signature
  • Business cash flow plan
  • Corporate account mix
  • Quarterly tax updates
  • Estate and succession plan
  • Monthly owner check-in

WHAT CLIENTS SAY

Straight talk from clients

Built a drawdown plan that cut tax drag and set a 20-year income path.

Empty Toronto balcony at blue hour with chairs, table, and skyline over Lake Ontario haze.

Couples

Retirement map for a Toronto couple

Built a drawdown plan that cut tax drag and set a 20-year income path.

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Families

Family portfolio for steady income

Closed cash drawer, reserve tins, compact safe, and a counter lamp in a small firm back room.

Business

Owner cash flow for a small firm

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Estate

Estate plan for two adult kids

Closed archival folios and an ivory envelope on a warm walnut shelf in dramatic light

Tax Plan

TFSA and RRSP reset

Brass compass, walnut calculator and leather folio on dark stone in moody macro light.

Retirement and tax plans

Maya Chen

Chess knight, metal weight and stone pieces in a shallow tray with dramatic light.

Risk checks and rebalancing

Daniel Okafor

Macro still life of a pen, cloth-bound notebook and house paperweight on warm stone.

Cash flow and family goals

Priya Desai

Overhead still life of a wax seal stamp, brass key, and sealed archival box on a pale tray.

Wills, heirs, and gifting

Evan MacLeod

Proof

Customer notes

Verified

“Clear advice and no jargon. We finally know what to do each month.”

Brass compass, walnut calculator and leather folio on dark stone in moody macro light.

Laura Bennett

Owner, Bennett Design Co.

Verified

“They fixed our RRSP mix and gave us a retirement date we trust.”

Chess knight, metal weight and stone pieces in a shallow tray with dramatic light.

Arjun Patel

Engineer, Patel Family

Verified

“Our company cash flow is calmer, and tax set-asides are no longer a scramble.”

Macro still life of a pen, cloth-bound notebook and house paperweight on warm stone.

Mei-Ling Wong

Founder, North Shore Print

Service area

Greater Toronto Area

Toronto, Mississauga, Vaughan, Markham, Richmond Hill

Toronto skyline at blue hour above Lake Ontario haze, CN Tower high, calm space for copy.

Area 01

Greater Toronto Area

Toronto, Mississauga, Vaughan, Markham, Richmond Hill

Parliament Hill over the Ottawa River in pale dawn fog and golden light

Area 02

Ottawa Region

Ottawa, Kanata, Nepean, Orleans, Gatineau

Southwestern Ontario escarpment fields and orchard rows under warm haze with a distant barn

Area 03

Southwestern Ontario

Hamilton, Burlington, Oakville, London, Kitchener

Misty Lower Mainland harbour edge with North Shore peaks above calm water

Area 04

Lower Mainland BC

Vancouver, Burnaby, Surrey, Richmond, North Vancouver

The Map

Journal

Latest planning notes

Questions

Common questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with Canadian individuals, families, and business owners who want a clear plan for savings, taxes, and retirement.

02How do fees work?+

We use fixed-fee planning and monthly service options, so you know the cost before work starts, in writing.

03Can you help with RRSPs and TFSAs?+

Yes. We review account mix, savings rates, and tax room use so your money sits in the right place for the year.

04Do you handle estate planning?+

Yes. We review wills, beneficiaries, and transfer plans so your family has fewer gaps later on.

05Can we meet online?+

Yes. We can meet by video or in person at our Toronto office, then keep plans moving by phone or email.

06What makes your advice different?+

We keep it simple: one plan for cash flow, tax, retirement, and risk, with clear next steps every time.

Money notes by email

Get short tips on taxes, retirement, and cash flow for Canadians, sent once a month.