Our Fees
One of the benefits of independence is our ability to control our costs. We can charge less because we have lower expenses. We don’t have enormous real estate commitments, thousands of employees, elaborate employee compensation packages or any of the other bloat you pay for with banks and big corporations.
Fees can vary depending on the complexity and needs of each client. Our fees are outlined below. In some cases, our fees can be slightly higher or lower than what is shown. For questions regarding our fees, please get in touch with us.
- We aim to keep the all-in cost of investing at or below 1.8%.
- We aim to keep the all-in cost of investing at or around 1.5%.
- We aim to keep the all-in cost at or below 1.3%.
- Contact us for more details
What Are The Costs?
Fees are charged as a percentage of the assets under management. Our objective is to provide clients with enhanced value through comprehensive advice, strategies, and solutions that significantly offset the cost of our services.
Download this one-page flow chart outlining the average cost of investing at different asset levels.
According to Strategic Insight, the average cost of investing in Canada 2.1%, but we often see people paying significantly higher fees. Good investments, planning and advice are worth paying for, just make sure you’re not overpaying.
Gain clarity
There is often little clarity around what you pay for advice or fees paid to the company managing your investments. This might be a great thing… just, not for you.
Because of this, we provide a free analysis of your investments and your total cost of investing.
