Our Process
The wealth management process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction and management, retirement income planning, trusts & estate preservation as well as risk management.
Sound complicated? Don't worry.
We will guide you through our complimentary one-page financial plan process built intentionally to help people just like you get organized and simplify their family's finances.
Our goal during this process is to provide you MASSIVE value, in plain English, to help you evaluate a long term relationship with our team.
Specialized Wealth Strategies
Here is a list of just some of the specialized options.
Back-Tested Portfolio Analysis
Pension Style Asset Management
Real Property Pools
Strategic Tax Planning
CPP & OAS Timing
Estate & Legacy Planning
On-Going Monitoring
Corporate Asset Transfers
Asset Protection & Trust Planning
Private Equity
Estate Tax Analysis
Retirement Income Optimization
IPP (Individual Pension Plan)
Promissory Notes & Spousal Loans
Tax-Loss Harvesting
Personal Charitable Foundations
Ongoing Advice
Most advisors only get paid if they can sell you an investment product. We are compensated 100% by you. This allows us to make unbiased decisions to suggest the best solutions to meet your goals.
Portfolio Size
Fee
Under $300,000
1.50%
$300,000 - $600,000
1.35%
$600,000 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000 - $5,000,000
1.25%
1.00%
0.75%
$5,000,000+
Negotiable
Disclaimer: All fees and services are subject to change and do not include GST/HST. Fees vary based on account size and investment.