Pricing

One subscription.

Manage, Self-Directed, and access to Fiscal.ai. Billed monthly.

What’s Included

01Manage — Rules-based S&P 500 allocation on a weekly schedule.
02Self-Directed — A decision system for building and reviewing investment theses.
03Fiscal.ai access — Third-party research platform included as a membership benefit.

Common Questions

How does billing work?
[Compliance-approved billing language required before publish]
Can I cancel at any time?
[Compliance-approved cancellation language required before publish]
What account types are supported?
[Compliance-approved account type language required — TFSA, RRSP, and other registered account details]
Are there trading commissions?
[Compliance-approved commission language required before publish]

Regulatory & Institutional

Regulatory Standing

[CIRO registration — compliance-approved language required before publish]

Investor Protection

[CIPF membership — compliance-approved language required before publish]

Asset Custody

[Custodian and asset segregation — compliance-approved language required before publish]

Institutional Backing

[Orion Digital / Mogo — Proof & Facts review required before publish]