Minimum investment is $350,000 but is viewed on a household basis:

-          Includes cash/margin accounts, RESPs, TFSAs, RRSPs, LIRAs, RRIFs

 

Our Management Fees are as follows:

-          1.00% on first $1.5 million

-          0.85% on next $1.5 million

-          0.75% on next $2.0 million

-          Negotiable over $5.0 million