Save with Dan
Daniel Trezub
Pricing
What they charge
- 90-day money coaching program: $999
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
Montreal, QC · 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 Save with Dan
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
Behavioural money coaching / mindset & budgeting
What's included
Services
Money coaching; spending/budget plan; savings plan; debt repayment plan; basic investment plan; accountability & support
Work with Save with Dan
Advice-only and commission-free
Independently listed in our fee-only directory. Last checked June 2026.
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