Advice-Only

FEE-ONLY

• Recommended for DIY Investors
• Flat-Fee Service
• Comprehensive Financial Planning Service
• Starting at $3,500 +HST per individual

• Recommended for those who require assistance with investment management
• Comprehensive Financial Planning Service
• Financial Plan Review- At least two times a year
• Fee charged based on Assets under Management

Fee Schedule for Fee-only Service

Assets Under Management ( per household)

Fees

Less than $1,000,000

1%

Between $1,000,001 and $5,000,000

0.75%

Greater than $5,000,000

0.5%