Bespoke Financial Consulting Inc.
Susan Stefura, CFP; Cherise Berman, CPA, CA, CFP, R.F.P., TEP
CFP, CPA, CA, R.F.P., TEP
Pricing
What they charge
- $250/hour +HST (e.g. investment planning service $250/hour +HST)
- also offered on a retainer basis
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Hourly
Client minimum
Not stated
Coverage
Toronto, ON
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Bespoke Financial Consulting Inc.
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Life transitions — job loss, retirement, separation/divorce, death, sudden wealth
What's included
Services
Financial counselling; retirement; investment planning (review + referral, no management); estate; comprehensive planning; integrated personal & business plans; retainer; personal income tax; workshops; pension options
Work with Bespoke Financial Consulting Inc.
Advice-only and commission-free, CFP, CPA, CA, R.F.P., TEP
Independently listed in our fee-only directory. Last checked June 2026.
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