Transparent Cost Model

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.