Money Coach JM
Jean-Marie Chan Kin, CPA, CFP
CPA, CFP
Pricing
What they charge
- Core Planning Engagement $2,400 +HST
- Comprehensive Planning & Investment Review $3,000 +HST
- Investment Audit (standalone) $1,500 +HST
- complex engagements custom-scoped
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
North York & Markham, ON · 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 Money Coach JM
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
Complex/professional income; investment second opinions
What's included
Services
Fee-for-service advice-only planning (does not sell products or manage investments): organizing finances, retirement, investment review/audit, business/professional income, second opinions
Work with Money Coach JM
Advice-only and commission-free, CPA, CFP
Independently listed in our fee-only directory. Last checked June 2026.
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