Pricing

Fees and pricing

Three plans, one fee structure and no surprises: everything we charge is on this page in Canadian dollars before you trade. If a cost does not appear here, we do not charge it.

Choose the plan that fits

Basic

Plan Basic

For: First-time investors who want to learn with a person beside them

  • Full analysis dashboard
  • Watchlist of up to 5 assets
  • Account manager by email
  • Daily AI market summary

Minimum deposit: C$250
Subscription: C$19 per month
Coverage: Up to C$25,000 of tracked capital
Support: Email support, same business day

Choose Basic

Advanced

Plan Advanced

For: Active investors who want wider coverage and faster answers

  • Everything in Basic
  • Watchlist of up to 20 assets
  • Account manager by email and scheduled call
  • Configurable event alerts

Minimum deposit: C$1,500
Subscription: C$45 per month
Coverage: Up to C$250,000 of tracked capital
Support: Email and calls, medium priority

Choose Advanced

Premium

Plan Premium

For: Serious investors who want direct attention and full coverage

  • Everything in Advanced
  • Unlimited watchlist
  • Direct channel to your account manager
  • Monthly strategy review session

Minimum deposit: C$5,000
Subscription: C$95 per month
Coverage: No cap on tracked capital
Support: Priority handling

Choose Premium

Minimums are the initial deposit into your own linked exchange or bank account. The subscription is billed separately by the month and can be cancelled at any month's end.

Core fees

ItemBasicAdvancedPremium
Monthly subscriptionC$19C$45C$95
Per-trade platform commissionC$0C$0C$0
Deposit fee (all methods)FreeFreeFree
Withdrawal fee (all methods)FreeFreeFree
Account setup and KYCFreeFreeFree

Trading fees charged by the exchange or broker where your orders execute are those venues' own and are displayed there; this platform adds no markup on top of them.

Additional costs

ItemCost
Extra advisory session beyond those includedC$39 per 45-minute session
Historical account statements, digital formatFree
Reissued invoices from previous tax yearsC$9 per document

Minimum investment

Basic opens at C$250, Advanced at C$1,500 and Premium at C$5,000. These are working-capital minimums for the account you link, not payments to us, and they exist because the analysis features of each tier are sized around realistic portfolios at those levels. The calculator on the home page lets you model scenarios at any amount.

Service fee and spreads

The subscription is our only service fee. We take no share of spreads, no percentage of your trades and no performance fee on results. Anyone offering to activate O'Shares Invest for you "for a cut of the profits" is not us: report them to [email protected].

Deposits and withdrawals

Platform-processed deposits and withdrawals are free by every supported method. Types and processing times for Interac e-Transfer, Visa, Mastercard and bank wire are detailed on the Deposit and withdrawal methods page.

Timelines and limits

Subscriptions are billed per calendar month and cancel at month's end from your profile, with no penalty. The minimum withdrawal is C$25 and the standard daily maximum is C$150,000; full rules are in the Withdrawal policy.

Important notes: all amounts are in Canadian dollars and include applicable taxes. No plan involves management of your capital or any promise of performance. Trading carries risk of loss. Billing questions go to [email protected] and are answered the same business day.