Your annual costs cover the investment management, as well as the services we provide. Your cost generally includes the following services:

  • Advice and consultative services;

  • Investment management of your portfolio;

  • Portfolio rebalancing as new money is added, or funds are withdrawn, or periodically to correct market drift;

  • All transactions costs;

  • Custody fees for assets held;

  • Due diligence services provided;

  • Comprehensive and consolidated reporting; and

  • Administrative services.

For more information, or a quote on your portfolio, please contact George directly.     


Peterborough, ON