How We Get Paid

This is an advice based practice and we charge clients an annual fee which is paid monthly based on value of their portfolio. This fee is deductible for the non-registered accounts within a portfolio.

We don’t have a minimum account size. As a process, we like to meet with potential clients to hear their story. Through that meeting, we are able to determine if there is a fit and should we find that there is not, we seek to refer them to a suitable alternative.

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