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 already 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, at a slightly lower overall cost.
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Our discretionary portfolio management is available to clients with a minimum $300,000 of investable assets. A fee as a percentage of assets, which declines in rate based on overall household assets under management, covers all portfolio management and financial planning costs.
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Fee for service (advice-only) comprehensive financial planning starts at $3000 + applicable taxes in the first year and in following years is billed hourly, as needed. This is for clients who either do not have the assets to meet the above minimum or who prefer to manage their own portfolio with some education and general guidance from us (no specific investment recommendations are given).
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Modular planning is available through our Jumpstart program. Note that this is only to address specific areas of planning need and does not constitute comprehensive financial planning. There is also no introductory meeting available for Jumpstart, as we go right into planning from the get go. Find out more and begin the process here.
If you want to improve your personal financial situation but cannot afford fee for service financial planning or do not yet meet the minimum asset requirement mentioned above, 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.
