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.
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Sound complicated? Don't worry.
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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.
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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.