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Pricing and Services

All pricing and service options include the following:

  • Transfer fees reimbursed for accounts $25,000 or greater at Virtual Brokers
  • DFA, Vanguard or iShares Investment Portfolio options
  • Auto-rebalancing
  • Auto-deposits and auto-withdrawals
  • Dividend reinvesting
  • Investment behavioural counselling

Pricing and Service Levels:


Getting Started

No minimum

On Your Way

>$100K

Platinum

>$500K

Platinum+

>$1 million

PlatformOnlineOnlineOnline or Full ServiceOnline or Full Service
Investment Portfolio
Life and Disability Insurance
Tax-efficient Investing
Comprehensive
Enhanced
Access to Portfolio Manager (PM)
Dedicated PM
Dedicated PM
Financial Planning
Outsourced
Comprehensive
Enhanced
Coordination with Tax Professional
-
Comprehensive
Enhanced
Coordination of Estate/Will Plan
-
Comprehensive
Enhanced
Review Meetings
As needed
As needed
Comprehensive
Enhanced
Fee
0.50%
0.40%
Based on assets invested and services required
Based on assets invested and services required

Note: each service level is based on the combined total of all accounts in your household


Prefer to work with us via our on-line portal? Click below to register and create the perfect investment strategy for your goals.

Register & Get Started


Prefer to work one-on-one with a dedicated Portfolio Manager (minimum asset levels apply), or have questions before you start?

  Contact Us