Fees & how we’re paid · TK Dale Wealth
Portfolio Management Fees in Newmarket, Ontario
We charge a transparent, asset-based management fee for discretionary portfolio management. The applicable fee and the services it covers are explained in writing before you decide.
TK Dale Wealth Management Inc. is registered as a Portfolio Manager with the Ontario Securities Commission, serving Ontario residents from Newmarket.
Plain terms
A fee should be understood before it is agreed to.
Our compensation is an asset-based management fee for an ongoing relationship: a portfolio managed within a written mandate, regular reporting, and direct accountability to the person making the decisions.
We do not publish a percentage online because an isolated number does not explain the account structure, work required, services provided, or other relevant costs. Before you become a client, we will explain the applicable fee and costs in writing, in plain language.
Our aim is simple: excellent service, for a reasonable price.
The full cost picture
Ask about every relevant cost.
Management fee
The fee paid to TK Dale Wealth Management Inc. for discretionary portfolio management, explained before you proceed.
Investment expenses
Some investments have operating or embedded costs. Where applicable, they are part of the full picture.
Account costs
Custodian or transaction costs can apply depending on the arrangement. We identify relevant costs before a decision.
Straight terms
If you cannot explain the fee in a sentence, you should not agree to it.
We will tell you how we are paid, what the management fee covers, and what other relevant costs may apply. All investing involves risk, including the possible loss of capital, and no fee buys certainty.
We will not claim a fee is justified by promised returns. If discretionary management is not the right tool for you, we will say so.
Where we serve
Ontario residents. Local roots.
TK Dale Wealth Management Inc. is registered as a Portfolio Manager in Ontario and provides portfolio management services to Ontario residents.
71 Main St. S., Newmarket, Ontario · 647 250 7269 · info@tkdalewealth.com
Next step
One conversation.
Zero obligation.
A direct, no-obligation intro call. You’ll learn exactly how we work and what it costs. We’ll both learn whether this is the right fit — and if it isn’t, Trevor will say so.
Prefer to reach out directly? info@tkdalewealth.com · (647) 250-7269
Related reading
Discretionary Portfolio Management
What discretionary management means, how it works, and who it is for.
How We Invest
A disciplined approach to discretionary portfolio management: mandate, structure, risk, and decades-thinking.
Portfolio Management FAQ
Direct answers about fees, discretionary portfolio management, registration, service area, account types, and getting started.