How We Get Paid

rob hunter March 1st, 2016 1

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.

Fill out the form below to receive a free and confidential initial consultation.

National Bank Financial Canada

View the IIROC Online AdvisorReport
Canada Investor Protextion Fund