What Are Your Fees? 

Nothing in life is free.  However, when it comes to paying for services provided, the word that comes to mind is Value!

There are several ways that I can be paid for the services I provide.  

Commissions: As an advisor, I am compensated if you purchase financial products to implement a financial planning recommendation.  In some case, the commission is paid by the suppliers of financial products, such as an insurance company.

Fee-for-service: In some situations, clients may want to work on a fee-for-service basis.  In this situation, I may charge an hourly rate, set a flat rate for a specific service or be paid a fee based on a percentage of assets or income.  In some cases, compensation would be a mix of fee and commission.

While the amount you pay will depend on your particular needs, I would be able to provide you with an estimate of possible costs based on the work to be performed. For more information on fee structure, please read our Client Disclosure document.

We provide services to families all across Western Canada; Registered and licensed from British Columbia to Ontario.

Contact us for your consultation.