myWEALTH - Advisory

This program replaces the conventional commission per transaction way of paying for advice and transaction execution with a fee schedule offering a pre-determined rate that is transparent, predictable and tailored to your specific needs.

We supply the unbiased advice on managing your wealth and then implement the decisions you ultimately make.

What are other benefits of this approach?

  • Our Success is Your Success – by having pre-determined fees puts you and your Portfolio Manager on the same side of the table, focusing on the same objective: growing your wealth.

  • Tax Deductible - all or part of your myWEALTH fees may be deductible for income tax purposes, please consult your tax specialist for more information