Comprehensive Wealth Advisory
Portfolio Manager, Trevor Dale, previously worked with hedge funds and pension funds in the capital markets to now bring that knowledge to you.
Financial plans need more than analysis… they need actionable financial advice.
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**
Investing
Trusted Investment Manager
No more “my portfolio hasn’t changed in 15 years”.
Reasonable fees with elite advice and custom portfolios.
Mortgages
Debt & Retirement
Mortgages have a direct effect on your retirement. Find out how to optimize your debt to be paid off sooner.
A client first brokerage.
Life Insurance
Multiple Carriers, Advice, Low Cost
Term Insurance ~ Participating Whole Life ~ Universal Insurance ~ Critical Illness ~ Disability Insurance
Tax efficient strategies for families and business owners
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.