Our Fee Structure
We typically use a fee-based approach when working with our clients. Our fee is a flat minimal percentage of assets which is charged directly to your account and is tax deductible in non-registered accounts. This fee-based structure allows us to offer comprehensive wealth management strategies to our clients- not just trade securities.
There are no transaction fees in our fee-based accounts and it covers all of our services, which include the following…
- Portfolio Management
- Comprehensive financial planning
- Tax planning strategies
- Help navigating life-changing events
- Succession planning strategies
- Income and Asset protection strategies
- Plus many other services, as you will see here
The 3 fee-based platforms that we use to serve our clients are as follows…
MPA – Managed Portfolio Account
As a Portfolio Manager, I can manage your investments on a discretionary basis, which means that you don’t have to be involved in the day to day investment decisions. Your investment strategy will be designed and managed according to your clearly documented needs and goals. People with busy schedules, travel often or are not interested in reviewing and approving every transaction find this service helpful.
Only a select group of Advisors qualify as Portfolio Managers, both from an accreditation and experience perspective. We are proud to be able to offer this service to you.
Meridian is a non-discretionary fee-based advisory program offering clients the benefits of advisor-based, full-service investing with the option of online trading for one all-inclusive fee. This program is most appropriate for clients that like to be involved in the investment decisions and take an active interest in their portfolio holdings.
The BMO Nesbitt Burns BluePrint Program is a separate account program that uses the internal expertise of BMO Global Asset Management's investment managers and BMO Capital Markets awarding winning research team. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs, and, as such, are designed to take into account any special circumstances and/or relevant tax issues that apply to your situation.
We are fortunate to be in the position of offering our clients many different options to suit their individual needs and preferences.