Fees
Tiered fee structure
1.00% on assets totalling $1mil +
1.25% on assets $500k to under $1mil
1.50% on assets under $500k
Household assets include holdings of immediate family members.
Households under $500k may are best managed as transactional accounts.
Fees in non-registered accounts are tax-deductible.
Fees in registered accounts can be charged to non-registered accounts.
focusing on your needs and managing your risks
We use tried and true methods to optimize the risk and return characteristics of your portfolio based on your investor profile.
Holdings are screened amongst competing alternatives and then allocated based on their relative strength in the current market environment.
We rely on fact-based indicators to determine what sectors to rotate in and out of based on their relative strength.
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