Cost Matters
Investment Management Fees
In a low return environment, investment management fees can have a considerable negative impact on your investment performance and retirement lifestyle. Quite simply, high investment expenses reduce the money you make on your portfolio by diminishing your income and eroding your principal.
Reasonable Pricing
Our team is very focused on being reasonably priced, because we fully understand and appreciate the harmful effects of investment costs. Without a doubt, reducing your investment fees and expenses is one of the best ways to improve your results and maximize your returns.
As independent portfolio managers, our fees are based upon the market value of the assets we manage for you. In this way, we always have a direct financial incentive to put your interests first, and help you protect and grow your wealth.
The fees for investing with us are also around half the cost of a typical mutual fund, and all of your family’s accounts can be grouped together to lower your expenses. Fees are charged quarterly in arrears and are fully tax deductable in taxable portfolios.
Fee Schedule
Our fees are competitive with other investment counsellors and materially lower than most mutual funds. Click on the link to view our fee schedule.