Everything we do for you, we do in your best interests.
Clients first. It's our North Star. You'll see it in every aspect of how we do business. We're independent - you'll enjoy access to a greater range of investments. We're transparent - you'll always know where you stand with our clear management fee structure. And we're ambitious - you'll benefit from our drive to find greater opportunities to improve your portfolio returns while seeking to moderate market volatility.
All Access
We offer so much more than stock generic advice.
Being independent gives us the freedom to transform the way we invest. Instead of ready-packaged funds, we give our clients access to alternative investment opportunities like diversified private mortgages, private equity, private debt, infrastructure, and real estate--all previously reserved for the ultra-wealthy. We do it this way because you deserve every advantage when you invest.
Full Service
From planning to investing we help you reach your goals.
Faster.
Financial planning and portfolio management. We do it all. It makes our clients' lives easier when we understand everything from your short-term goals to retirement plans. Having one team that understands the bigger picture means your investments, business, estate, insurance planning, and tax strategies all work together.
Higher Standards
We're not OK with just OK.
You deserve expertise. You also deserve dedication. When it comes to our people, you only work with fiduciary advisors who stay educated and are passionate about your needs. And for any other financial needs, we make sure our clients are surrounded with industry specialists who share our commitment to excellence.
Clients First
We earn trust like we earn returns. Like you would. Transparently.
We understand your need for transparency. It's your money, after all. We stand behind the investments we recommend so much that we invest in our models like our clients do. We won't hit you with hidden fees, commission-driven advice or questionable motives. And as far as compensation goes, we do well when you do really well.
A simple monthly fee is charged based on invested assets. You won’t find any hidden fees, sales commissions, or back end charges.
Our Fees:
Assets Under Management (CAD$) Management Fees (per annum)
1.35% – on the first $500,000
1.15% – on the next $500,000
1.00% – on the next $1,000,000
0.75% – on the next $8,000,000
0.50% – on the next $10,000,000
Over $20,000,000 as negotiated
In short, we do well when you do really well.
Working hard. Making news.
Is scrapping DSCs from segregated funds the right path forward?