Skip Navigation

Contact Us

Ben Keller
Andrew Sipes
Sarita Sharma

Tel: 416-359-4594

1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Fee Structure

How We Are Compensated

Unlike the traditional model of paying a broker or advisor on a per transaction basis, we feel our client's interests are better aligned with ours through an all-inclusive management fee. In simple terms, you will pay us a percentage of your assets under management; as your assets grow or decrease, so does our compensation.

A fee-based model incentivizes us to make recommendations that put you in the best position from a return perspective as well as being constantly mindful of risk management. You will not be overwhelmed with calls about trades in your accounts. Often, the best course of action isn't buying or selling a security but to 'hold'. The fee-based model removes the inherant bias for many advisors to seek out the next trade to generate commission from you.

The fees you pay will be 100% transparent. This means no hidden fees or declining sales charges (DSCs) that are common in today's mutual funds.