80 King Street West
St. Catharines, ON
Fee-based wealth management is an innovative compensation method that we feel strongly about. It promotes integrity in the client/advisor relationship and creates a collaborative approach to investing.
Your all inclusive cost is a comprehensive monthly fee based on assets under management. All our services are covered under one all inclusive cost.
When you choose to partner with us, you receive:
How else does this benefit me?
Fees for non-registered accounts are potentially tax-deductible against income. Consult your tax advisor to determine if this applies to your personal tax situation.
Your costs decrease on a percentage basis as your assets grow.
There are no penalties or locking-in periods.
There are no additional administrative costs or fees.
| Consolidate your investments for greater benefits
It's easier to track your investments when they are organized. You can improve your tax-efficiency and streamline your information gathering at tax time. Consolidation may also result in lower overall fees.
Contact us today for more information on fee-based wealth management services.