The New School of Finance
Shannon Lee Simmons, CFP, CIM; Liz Schieck, CFP, OCT
CFP, CIM (Simmons); CFP, OCT (Schieck)
Pricing
What they charge
- Personal Financial Planning from $595 + GST/HST
- Household Financial Planning from $795 + GST/HST
- Retirement Planning Package: Individual from $2,205 + GST/HST, Couples from $2,605 + GST/HST
- hourly billing in 15-min increments for existing clients between meetings
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Hourly
Client minimum
Not stated
Coverage
Toronto, 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 The New School of Finance
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 retirement; entrepreneurs/sole proprietors; rental owners; incorporated professionals
What's included
Services
Financial planning (cash flow, savings, home, family), retirement (decumulation, CPP/OAS/GIS optimization), investment consulting/education (no product sales), entrepreneur/small-business planning, tax prep
Work with The New School of Finance
Advice-only and commission-free, CFP, CIM (Simmons); CFP, OCT (Schieck)
Independently listed in our fee-only directory. Last checked June 2026.
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