Your total cost has two parts
Our advisory fee: advice, planning, strategy and ongoing management of your portfolio
The fund costs (MER): the cost of running the ETFs and funds you hold, built into those funds
We'll walk through both with you before you invest, so nothing comes as a surprise.
What's included
More than picking funds
A written plan
Retirement, tax, insurance and estate brought together in one plan, updated as your life changes.
Advice that fits your situation
Investments chosen around your goals, your timeline and how much risk you can live with, not a one-size-fits-all model.
Coordination with specialists
I work with the other professionals in your life so decisions line up and nothing falls through the cracks.
Regular reviews
At least one review a year, and more when life changes. Between reviews, I reach out, and you can call or email anytime.
Steady guidance
When the headlines are scary, we talk it through and stick to the plan you agreed on in a calm moment.
Service in English and French
Clear explanations in the language you’re most comfortable with.
Good to know
The other part: fund costs (MER)
Each fund has its own operating cost (the MER), built into the fund and paid by everyone who holds it. I’ll show you what each fund costs before you invest.
Keeping fund costs down is part of our job.
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We choose high-quality, low-cost funds so unnecessary fees don't quietly eat into your progress.
Investment advice is available in Alberta, Yukon, British Columbia and Manitoba; insurance advice in Alberta and Yukon. Mutual funds are offered through Global Maxfin Investments Inc. Insurance products are offered through Global Solutions Inc. Financial planning is offered through AFS West.