Private clients

Lower Fees

• Starting at $1Million a reduction of management fees
• Ability to deduct fees on Income Tax return
• Ability to household all family assets for a further reduction

  
Freedom of Choice

• Being an independent advisor all my recommendations are bias free
• Full spectrum of investment choices, not tied to one financial institution             

Enhanced Reporting

• Detailed reporting with personal rate of return & disclosure of fees. 
• Tax and Estate Planning Support
• Market Commentary