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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Retirement Planning |
$100 - $300
Call to Book
|
Investment Management |
$200 - $500
Call to Book
|
|
Debt Management |
$50 - $150
Call to Book
|
|
Wealth Management | Portfolio Analysis |
$150 - $400
Call to Book
|
Asset Allocation |
$200 - $600
Call to Book
|
|
Tax Planning |
$100 - $250
Call to Book
|
|
Insurance Services | Life Insurance |
$50 - $150
Call to Book
|
Health Insurance |
$100 - $300
Call to Book
|
|
Home Insurance |
$75 - $200
Call to Book
|
|
Estate Planning | Will Preparation |
$100 - $250
Call to Book
|
Trust Setup |
$200 - $500
Call to Book
|
|
Estate Tax Planning |
$150 - $400
Call to Book
|
|
Consulting Services | One-on-One Financial Consultation |
$75 - $200
Call to Book
|
Group Financial Workshops |
$30 - $100
Call to Book
|
|
Financial Education Programs |
$50 - $150
Call to Book
|
Ideal Life Experience Ltd. is my firm, and it was an entirely different experience after 16 years. However, in 2008, I saw an incredible metamorphosis. If you wish your life were different, you need to align and integrate your deepest values, financial and non-financial goals, and all your financial affairs. The industry's challenge was getting out and followed a client-centered process and methodology with a higher standard in fiduciary duties than any governing or regulatory body in Canada. This is the most excellent process to give you the best chance of getting what you want, living a better life, and meeting your financial goals.
 
Client reviews share that Ideal Life Experience and Dean are dependable and provide excellent financial planning services. They offer reliable advice, listen carefully, and think of distinctive solutions for clients like. Many clients have given Ideal Life Experience positive remarks, saying that they are their go-to financial planning specialists. Clients mentioned their relief, feeling supported and confident moving towards their long-term investment goals. Expert communication and quick responses, openness to inquiries and feedback, and consistent dedication to customer satisfaction were often noted. Numerous reviewers suggested that advisors and staff were competent in delivering personalized services. The large number of successful, satisfied clients is evident in Dean's good reputation. Career Development: Some clients have been with Ideal Life Experience for over 20 years, demonstrating that Ideal Life Experience is reliable and rewards customer loyalty.
 
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