These Fee Based Programs offer you an alternative to traditional brokerage commissions.
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction. Account Minimum - $100,000 Cdn or US equivalent
Introducing the next evolution of managed accounts. The Architect Program is a new kind of managed account solution - a unified managed account that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All of this is brought together in one coordinated portfolio, with the rigorous oversight and due diligence from our internal and external teams. Account Minimum - $100,000 Cdn or US