We utilize Architect, Blueprint and Meridian Investment Platforms. Our fees are transparent, predictable and provide our clients with a premier client experience. We believe in integrity pricing and we charge a flat fee on a percentage basis. You can have peace of mind that our recommendations are focused on achieving your goals vs generating a trading fee.
Our fees are competitive, typically less than a mutual fund and they often are tax deductible as Canada Revenue Agency recognizes that you have hired professional money managers.
We are able to give you more based on our team approach with you at the centre of everything we do - more often than not, at a lower cost. You will have confidence with our 91 years’ experience guiding your financial future.
- Creating Dependable Income Today, Tomorrow, Together -