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Andrew Galbraith
Sundas Shah
Darren Knott

Tel: 905-685-6277

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
Map

All Inclusive Cost

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:

  • Personalized total wealth planning with ongoing support.

  • Professional wealth management from BMO Nesbitt Burns.

  • A team of people you can rely on for dedicated service.


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    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.