Fees

Total Annual Fees^*ranges from 1.25% to 1.75% on Investable Assets**

Investable Assets**

Comprehensive Financial Plan

Access to All Star Fund Managers

Review Personal Tax Returns Prior to Submission

Silver

$250,000 - $499,999

✅

❌

Gold

$500,000+

✅

* includes advisory fees plus product fees.

** investable assets refers to RRSP, TFSA, non-registered accounts

FAQ Section

Q: I already have an advisor. Do I need to switch my investments over?

A: Yes. We map out a tax-efficient withdrawal strategy and we implement those strategies for you. We know which account to withdraw for your retirement and how much you have to set aside for taxes, if any.

Q: Can you really save me money during my retirement?

A: Our average client saves $275,000 during their retirement, though results vary.

Q: How do I know these strategies are legitimate?

A: Every strategy we use is CRA-compliant and documented. We provide written explanations and can connect you with existing clients using similar approaches. We're also happy to review our recommendations with your accountant.

Q: What if my situation is too complex?

A: Complex situations are our specialty. The more moving pieces you have (multiple income sources, significant assets, estate concerns), the more opportunities we typically find.