Our Fees

We believe in transparency and regardless of the method you choose we will ensure you understand our recommendations and how we are compensated for the work that we do. We offer two compensation models – Fee Based or Transactional.


How Do We Get Paid?

Just like any other service orientated business, clients are looking for someone with knowledge, expertise and great customer service. It is not the cost of something but the value received, the cost is reasonable if the value is great. Our current fee structure is above. This fee is much more than just the transaction - the services we provide for these fees are detailed in the section Our Commitment to your L.I.F.E. Plan. This fee also includes your initial L.I.F.E. Plan and regular updates to it.

Our Fee Based Model 

$1 Million and more

Our fee 1.25% of Value Annually – paid monthly and calculated each month. No RRSP Fees, No TFSA Fees or Additional Trading Fees unless allowable number of trades has been exceeded. This fee is reviewed in accordance with your portfolio composition and needs. All fees will be fully disclosed prior to the implementation of any strategy.

* Subject to firm minimums

Less than $1 Million

Our fee 1.5% of Value Annually – paid monthly and calculated each month. No RRSP Fees, No TFSA Fees or Additional Trading Fees unless allowable number of trades has been exceeded. This fee is reviewed in accordance with your portfolio composition and needs. All fees will be fully disclosed prior to the implementation of any strategy.

** Other fee arrangements are also available upon request and will be reviewed and discussed on an individual basis

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