Our fees are on a sliding scale and depend on what the goals and objectives are for your unique situation. We are fee-based advisors and have a predetermined percentage that encompasses all our services.
As our advice is considered professional advice, our fees are tax deductible on all non-registered accounts.
Yes, we have licensed insurance advisors that work with multiple institutions to provide you with competitive quotes.
Yes, once set up, you can access your account online 24/7 or through the mobile app.
We typically meet quarterly, monthly or biannually but it ultimately comes down to client preferences and complexity of their setup.
We have access to all investment vehicles ranging from the traditional stock, bonds and GICs. We also offer private and alternative investment vehicles ensuring our clientele is able to access the ever changing world of investable assets.