Canada’s first Robo-planner, Viviplan provides Canadians with convenient, affordable, comprehensive financial planning advice, without product pushing. Viviplan offers clients objective answers to their most pressing financial and life planning questions from the comfort of their home. Clients no longer have to get advice from a product sale person meaning they can trust that the recommendations are in their best interest.
Viviplan plans include a Lite plan ($400 to address one or two specific goals), and a Standard plan ($450) which is Lite plus a 30-minute phone call with a Certified Financial Planner to review the plan. The most popular is the premium plan option ($800) which is a comprehensive financial plan including budgeting, retirement, insurance, estate planning, and asset allocation. All plans are delivered and created through an easy to use automated digital platform. This demo video gives you a sense of what you can expect to experience.
Combining great financial management from Targeted Accounting, with sound financial planning through Viviplan is sure to put you on the path to prosperity.