Build Your Plan
Select the services you need and subscribe to your custom package.
For readers who want occasional insights
- Selected free notes
- Occasional market updates
- Previews of premium research
- Email access
Macro analysis, weekly commentary, and sector rotation insights
- Monthly market commentary
- 1 - 2 additional special reports per month
- Research archive access
- Optional custom branded charts
Branded Printable Charts
+$50/mo
In-depth equity analysis, stock selection models, and sector strategies
- Monthly model portfolios
- Individual equity reports
- Active and timely buy / sell reports
- Optional custom branded charts
Branded Printable Charts
+$50/mo
1:1 CFA-led portfolio review, analysis, and institutional-grade guidance
- Your outsourced CFA and Lead Analyst
- Includes Market & Equity Research subscriptions
- Institutional portfolio analytics including risk exposure, factor exposure, and scenario analysis
- Quarterly 1:1 portfolio review
- Customized analysis & recommendations
- Dedicated CFA analyst
Team Access
Need multiple seats for your firm? We offer custom team pricing with volume discounts.
All prices are listed in Canadian Dollars (CAD).
Frequently Asked Questions
Can I switch plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What are Branded Printable Charts?
Branded Printable Charts are presentation-ready chart packages customized with your firm's logo and branding, designed for client meetings and internal distribution.
How many users can access a single subscription?
All individual plans include 1 user seat. For team access, please contact our sales team for custom pricing.
Do you offer refunds?
We offer a 30-day money-back guarantee for all new subscriptions if you're not completely satisfied.