Per the above infographic, our overall fees are double to triple what you would pay a Robo Advisor. We don't compete with discount brokers or robots and aim to provide far more service than you derive from them, and real personalized advice.
Too many Canadians are paying extraordinarily high fees through their mutual funds at banks and other mutual fund dealers and to them we offer salvation: transfer your mutual fund portfolio of over $300,000 to our discretionary managed portfolios and you will get significantly more value, including comprehensive personalized financial planning, at a slightly lower overall cost.
If you want to improve your personal financial situation but do not yet meet our $300,000 minimum, sign up for our eNewsletter below. It's free, and you will receive e-mails twice monthly that will help you make better decisions with your money.
