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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