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    • Home
    • Our Package
    • Book an Appointment
    • Our services
    • Contact Us
    • About us
    • how to pay
  • Home
  • Our Package
  • Book an Appointment
  • Our services
  • Contact Us
  • About us
  • how to pay

Investment Strategy Packages | Finwise Advisors Inc.

Initial Consultation / Discovery Session

Initial Consultation / Discovery Session

Initial Consultation / Discovery Session

 

💰Price: $1,000 CAD   


 Duration: 30 to 45 minutes of dedicated private consultation.


 Ideal for: Investors looking for a focused, one-on-one session to discuss immediate strategy, review current holdings, or evaluate market entry points before committing to a full package.


 Includes: 30–45 minutes of expert financial and investment consulting. 

 Tailored assessment of your current portfolio or investment goals.

 Direct answers to your core market and asset allocation questions.

 Key Benefit: $1,000 credit guarantee. If you decide to upgrade and purchase any of our comprehensive packages (Bronze, Silver, Gold, or Gold+) following this session, the $1,000 fee will be fully credited toward your package price. Otherwise, this covers the standalone consultation fee in full, with no further obligations.

 How to Start: For faster access and to reserve your spot, you can contact our specialists through this email and book your session: info@finwiseadvisors.ca

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🥉 Bronze Package – Foundation Start

Initial Consultation / Discovery Session

Initial Consultation / Discovery Session

 

💰 Price: $6,000 CAD

🎯 Ideal for: New investors seeking a confident start

 especially individuals planning to invest between $10,000 TO $20,000.

📦 Includes:

  • 2 hours of personalized consultation
     
  • Basic training on global financial markets
     
  • Understanding key concepts for entering the investment world
     

🔑 Key Benefit: Build a strong foundation with professional guidance before entering the market.

For faster access and more information about this package, you can contact our specialists through this email and reserve your spot.

info@finwiseadvisors.ca








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🥈 Silver Package – Portfolio Ready

Initial Consultation / Discovery Session

🥇 Gold Package – Hands-On Market Setup

 

💰 Price: $10,000 CAD

🎯 Ideal for: Beginners ready to build their first portfolio

especially individuals planning to invest between $25,000 to $50,000.

📦 Includes:

  • 6 hours of consulting and foundational training
     
  • 2 hours of flexible consulting credits for portfolio or trading guidance (valid for one year)
     
  • Customized portfolio design aligned with your risk profile
  • Account setup with top tier international  exchanges


 

🔑 Key Benefit: A complete starter package to help you invest smartly and build long-term financial security.

For faster access and more information about this package, you can contact our specialists through this email and reserve your spot.

info@finwiseadvisors.ca

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🥇 Gold Package – Hands-On Market Setup

🏆 Gold+ Package – Pro Strategy & Staking

🥇 Gold Package – Hands-On Market Setup

 

💰 Price: $15,000CAD

🎯 Ideal for: Intermediate investors ready for hands-on setup

especially individuals planning to invest between $50,000 to $200,000.

📦 Includes:

  • 6 hours of semi-advanced training and coaching
     
  • 4 hours of flexible consulting credits for portfolio or trading guidance  (valid for one year)
     
  • Personalized portfolio design
     
  • Installation and walkthrough of trading and crypto apps
  • Account setup with top tier international  exchanges
  • Hard wallet setup & security configuration
  • Decentralized wallet setup & interactive user training


 

🔑 Key Benefit: Get fully equipped to operate independently in global and crypto markets.

For faster access and more information about this package, you can contact our specialists through this email and reserve your spot.

info@finwiseadvisors.ca














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🏆 Gold+ Package – Pro Strategy & Staking

🏆 Gold+ Package – Pro Strategy & Staking

🏆 Gold+ Package – Pro Strategy & Staking

 

💰 Price: $19,000CAD

🎯 Ideal for: Active investors ready to optimize returns

especially individuals planning to invest between $200,000 to $1000,000.

📦 Includes:

  • 6 hours of expert training
     
  • 10 hours of flexible consulting credits for portfolio or trading guidance  (valid for one year)
     
  • Advanced portfolio consulting
     
  • Full app installation and usage training
     
  • 2 hours of staking and advanced crypto app education
     
  • Strategy planning for future portfolios
  • Account setup with top tier international  exchanges
  • Hard wallet setup & security configuration
  • Decentralized wallet setup & interactive user training
  • Hands-on training for buying,selling, and swapping across different wallet


 

🔑 Key Benefit: Designed for serious investors who want to unlock the full potential of digital markets with professional tools and ongoing support.

For faster access and more information about this package, you can contact our specialists through this email and reserve your spot.

info@finwiseadvisors.ca

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