Boomer & Echo
Robb Engen, QAFP
QAFP
Pricing
What they charge
- Comprehensive financial plan $3,600 +GST per household (singles or couples)
- annual continuation after first year $1,800 +GST
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
Lethbridge, AB · Virtual across Canada
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 Boomer & Echo
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
Advice-only planning for Canadians with straightforward needs; retirement income
What's included
Services
Comprehensive planning, retirement, investment analysis/portfolio review (DIY implementation support only; not licensed to sell or manage investments), cash flow optimization, debt management, tax-efficient withdrawal planning
Work with Boomer & Echo
Advice-only and commission-free, QAFP
Independently listed in our fee-only directory. Last checked June 2026.
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