Comprehensive Wealth Advisory
Actionable financial advice, we go above and beyond.
Bringing a level of expertise that is relatable and understandable.
We provide insight to increasing your cash flow.
Tier 1
- For families with greater than $3 million in net worth
♦ Comprehensive financial planning
♦ Coordination with your external teams:
♦ Accountants
♦ Lawyers
♦ Family Mediators
♦ Lenders
♦ Realtors
♦ Custom pricing
Tier 2
- For individuals and families with >$300k in investable assets
♦ Comprehensive financial planning
♦ Semi-annual meetings
♦ Integrated life planning across:
♦ Investment Management
♦ Mortgage Brokering
♦ Life Insurance
♦ Employment
♦ Retirement Planning
♦ 1.5% Investment Portfolio Management Fees
♦ 1.0% Investment Portfolio Management Fees if > $1 million in investable assets
Tier 3
Excellent quality of service delivering:
♦ Investment Management
♦ Mortgage Brokering
♦ Life Insurance Brokering
♦ Financial planning at onset
♦ Annual meetings
♦ 1.5% Investment Portfolio Management Fees**
Contact
Phone
Address
Investment & Financial Advising serving Newmarket, Aurora, Bradford, Kleinburg – Privacy Policy
** 1.5% management fees refer to when we utilize an ETF strategy. For smaller accounts in mutual funds, which rarely happens, compensation in the form of a trailer fee is paid to the portfolio manager by the mutual fund company.