Our cost model incorporates one flat cost that includes all wealth management services provided. The cost is based on 2 factors: 1) Size of your portfolio 2) Portfolio asset mix Our cost is tax deductible in taxable accounts and is clearly disclosed to you on your monthly statements. We have included the services below that are covered by our cost model. For more information, or a quote for your portfolio, please contact John directly. Investment Management Tax & Estate Planning Personal Retirement and Corporate Financial Planning Business Succession and Transition Planning Philanthropic Giving Preferred Canada/U.S. exchange rate on purchase and sale
Other services included: advice, trading charges, regular reporting of dividends, internet access to research and annual consolidated tax reporting.