We pride ourselves on providing our clients with fully transparent advice and full disclosure on the costs associated with our advice. This means you will always know how we manage your assets, how we are compensated, and how much we are compensated.
We will proactively keep you informed about what is going on in the marketplace and how it does, or does not, affect your portfolio.
Below illustrates what portion of our costs are allocated to providing our clients with value added services such as executing trades, detailed reporting, investment research, asset allocation and investment selection, financial planning, tax reporting and organization to provide to your accountant, and exclusive client events.
Investment Advisor Team Professional Partnerships (Tax, Legal, Real Estate, Commercial/Investment Banking) World Renowned Investment Research World Class Investment Managers
Integrated Wealth Planning
Financial Retirement & Estate Corporate & Succession Charitable Giving
Managed Portfolios Alternative Investments Liquidity Solutions Insurance / Trusts Cash Management Charitable Foundations Individual Pension Plans /Retirement Compensation Arrangements
VIP Client Servicing
Detailed Monthly Statements Customized Quarterly Performance Reporting Tax Reporting Monthly / Quarterly Reviews Exclusive Client Events Client Relations Contact Centre
Wood Gundy Online
Custodial & Safekeeping Trustee
Account Insurance Branch Overhead and Support Staff
Trade Execution Technology