We believe in transparency and regardless of the method you choose we will ensure you understand our recommendations and how we are compensated for the work that we do. We offer two compensation models – Fee Based or Transactional. Our fee based model is listed below.

$1 Million +

Our fee 1.25% of Value Annually – paid monthly and calculated each month. No RRSP Fees, No TFSA Fees or Additional Trading Fees unless allowable number of trades has been exceeded. This fee is reviewed in accordance with your portfolio composition and needs. All fees will be fully disclosed prior to the implementation of any strategy.

Below $1 Million

Our fee 1.5% of Value Annually – paid monthly and calculated each month. No RRSP Fees, No TFSA Fees or Additional Trading Fees unless allowable number of trades has been exceeded. This fee is reviewed in accordance with your portfolio composition and needs. All fees will be fully disclosed prior to the implementation of any strategy.

 

* Subject to firm minimums
** Other fee arrangements are also available upon request and will be reviewed and discussed on an individual basis.