We truly embrace our fully transparent management fees – clients know what they’re paying for. It shows on their statement every month; so they can make an informed decision about whether or not it makes sense to continue paying for our services or not.
In the event a client find themselves dissatified with our services, the fee would stop. There is no cost associated with transferring to another institution. Learn more
Value add: sound advice, planning, services, peace of mind, consistent and fair treatment with regard to portfolio management and investment ideas. Learn more
• No trading costs
• No exit fees
• No embedded costs
• No account administration fees
We take pride in the fact that you know exactly what you are paying for, and the services you are receiving for this.
Our interests are aligned with our clients.
Portfolio management costs are based on the average daily balance of your account.
Fee calculation is as follows:
((Daily closing balance of account) * ((1/365)*Client Annual Fee Rate)) + HST
Fees are charged monthly in arrears. You are paying for services already rendered, not future services.