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How We Are Compensated

We operate with an asset-based fee structure (i.e. not commissions) so you clearly see what you are paying and can evaluate our services properly. We believe this is the best approach for our clients because:

  • There is full transparency, nothing is hidden
  • Decision making is not impaired by charging commissions
  • We are incented to do well for our clients and dis-incented otherwise.
  • Fees are tax deductible in non-registered accounts
  • We do not believe embedded commissions or deferred sales charges (DSCs) are in the best interest of the client

Our compensation model is very competitive relative to other investment dealers. Call, or e-mail to see how you can save money.