Paying one annual fee (monthly or quarterly) means predictability, transparency, and unlimited service for your Advisor Managed Accounts. We offer an all-inclusive fee based on the assets we are managing for your family, which includes everything from customer reporting, proactive reviews, financial and estate planning reviews with our wealth strategists, and all administrative support from our entire team. In addition, we do not charge fees on cash or guaranteed investment certificates (GICs) that you hold, nor do we participate in new issues with hidden commissions.

The management fee on your Advisor Managed Account is tax deductible when incurred in a non-registered account. You can find your total fee for the year on your December statement. This just one among many strategies we utilize to help you maximize the after-tax return on your investments and lower your overall tax bill.