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