Get in touch with our investment planning experts
Have questions about investment planning or need personalized advice? Our team is ready to help you build a strategic investment portfolio.
+12623906462
info@investpro.com
286 Wolff Crest
Port Johnny, SK N1B5L8
Monday - Friday: 9:00 AM - 5:00 PM
Saturday & Sunday: Closed
InvestPro offers a comprehensive range of investment planning services including portfolio management, retirement planning, cryptocurrency investment guidance, risk management strategies, and personalized financial advice tailored to your specific goals and risk tolerance.
Our fee structure varies depending on the services provided and the size of your portfolio. We offer transparent pricing with options including percentage-based asset management fees, flat-rate planning packages, and hourly consultation rates. Contact us for a personalized quote based on your specific needs.
Unlike many traditional investment firms, we believe financial planning should be accessible to everyone. We have services available for clients at various investment levels, with our comprehensive portfolio management typically starting at $50,000. However, we offer educational resources and basic planning services for clients who are still building their investment capital.
We typically schedule quarterly review meetings with our clients to discuss portfolio performance and any necessary adjustments. However, the frequency can be adjusted based on your preferences and needs. Additionally, we're available for consultation whenever significant life changes or market events may impact your financial strategy.
