Skip Navigation

Jack Gilfillan
Peter Finnegan
David Walker
Theresa Donovan
Kaitlin Delahunt

Tel: 905-373-1927

Address
BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

Contact Us

Fees




Our fee for a balanced portfolio is 1.25% subject to a minimum annual fee of $2,250, plus applicable sales taxes. The fee is 1.00% for relationships greater than $2 million.

Fees include: advice, trading charges, regular reporting of holdings, custody of securities, collection of dividends, internet access to research and annual consolidated tax reporting.