The problems with the traditional approach:
Pushing products instead of providing personalized advice
Lack of integration and tax-optimization
High fees, commissions, and unclear fee structures
Cookie cutter financial plans that provide little value and difficult to understand
We were tired of the disconnect and impact on Canadian families and businesses.
So we set out to change it.
Your needs changed.
Financial firms didn’t.
Financial management should give you confidence, clarity, and control over your finances and help you experience more in life.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
We believe in a simplified and transparent fee structure.
- Discovery: complimentary
- Family: $1500
- Business: $2500
Fee waived for clients with investments >$250k
Typical annual advisory fee
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisor fee on assets over $3M
*Investment services provide by MRG Investments of Aligned Capital Partners Inc.
Standard commission paid by insurance company not client