Flexible Engagement Structures with Transparent Pricing

The work is transformational.

The differentiators are human.

Strategy Intensive (Diagnostic Engagement)

A focused, fast‑moving engagement designed to create immediate clarity.

This includes:
→ A 2‑hour strategy session with leadership
→ Targeted diagnosis of planning, discovery, or implementation friction
→ A concise Findings & Recommendations Report outlining priorities and next steps

Engagement fee: $1,000 +GST/HST

Often used as an entry point to larger consulting engagements.

Advisory Retainer (Limited Availability) *1 Spot Remaining

For leadership teams requiring reserved access.

This includes:
→ Priority access across planning, discovery, or governance questions
→ Ongoing input and independent perspective
→ Continuity of direction without the full‑time overhead

Minimum Retainer: $6,000 / month + GST/HST

Capacity is limited. Retainers reserve access and are excellent for creating long-term traction.

Workshops & Project‑Based Engagements (By Quote)

For defined initiatives requiring focused expertise and clear scope.

This includes:
→ Workshops, training and coaching initiatives
→ CE curriculum design
→ Software, planning, or governance‑focused projects

Minimum engagement: $2,500 +GST/HST

Ideal for firms ready to act on a specific challenge or opportunity.

Fees reflect scope and preparation, not seat time.

Advisory (Hourly)

For short‑form, expert‑level consultation where depth matters more than duration.

This includes:
→ Targeted reviews and second‑opinion insight
→ Leadership conversations, advisor coaching & train the trainer
→ Interim advisory input on complex planning issues

Advisory rate: $375/hour +GST/HST
Half-day minimum.

Engagement Model & Fees

How Engagements Begin.

All engagements begin with a scoping conversation — a focused discussion to understand your firm's situation, confirm fit, and agree on the right structure before any work begins. No obligation, no generic pitch. Just an honest conversation about whether and how we can help.

Curated Expertise Service:

Engagements are founder‑led.

"When the problem warrants it, I draw on a select network of rare specialists — unconventional thinkers with deep expertise in areas like quantitative finance, behavioural economics, and beyond. Their involvement is always agreed with you upfront."

Operated by Aaron Theilade Keynote & Consulting Services Vancouver Island, British Columbia.

Disclaimer
ScalingWealth provides consulting, education, and speaking services to financial professionals, firms, and institutions. Content on this site is for informational and educational purposes only and does not constitute financial, investment, legal, tax, or other professional advice.

ScalingWealth does not provide individualized client advice to consumers and does not recommend specific financial products, securities, or strategies. Any decisions made based on information provided through this site or through related engagements are the sole responsibility of the recipient.

Transformational Discovery™ is an educational and advisory framework designed to enhance professional judgment, client discovery, and implementation effectiveness. The 3M methodology—Motivation, Meaning, and Motion—is intended to support learning, insight, and capability development. It does not replace professional judgment, regulatory obligations, or firm‑specific policies and procedures.

ScalingWealth may collaborate with or feature independent consultants, educators, or subject‑matter experts. Unless expressly stated otherwise, all consultants and contributors operate as independent contractors and are not employees, partners, or agents of ScalingWealth. Views expressed by collaborators are their own and do not necessarily reflect those of ScalingWealth. ScalingWealth is not liable for the advice, services, or outcomes provided by third‑party collaborators.

Intellectual Property & Trademark Notice
“ScalingWealth,” the “SW” logo, “Transformational Discovery™, and related marks, frameworks, and methodologies—including the 3M methodology (Motivation, Meaning, Motion)—are trademarks or proprietary intellectual property of Aaron Theilade, operating as Aaron Theilade Keynote and Consulting Services. All rights reserved. Unauthorized use, reproduction, modification, or distribution of these marks, names, frameworks, or related materials without prior written consent is prohibited.

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