Our fees
The Wealth Advisory team does not receive any commissions whatsoever.
Instead, we charge you a fixed fee for the advice we provide. Our fees may include:
- Flat fixed fee for the preparation of initial advice, implementation or review of your Wealth Plan. This will be a flat fee depending on the complexity of your situation and needs. This fee is not a percentage of funds invested, assuring you that we maintain complete independence in that we are paid the same regardless of the advice we give you (e.g. no incentive to push you to invest more if it's not appropriate to do so). Should any products we recommend include a commission payment to us, we will either elect not to receive the commission or rebate it in full to you.
- Annual fee for ongoing technical support and portfolio management. This fee makes available your Wealth Advisor to discuss any issues with you throughout the year by phone or email. In addition, we will keep you up-to-date with any changes in financial products or law and assess how they might affect your situation. We will also complete a high level annual review of your portfolio performance.
