Understanding Investment and Advisor Fees.
When it comes to fees and your investments we know it can get confusing which is why it’s important to talk about it. We’re happy to share with you several resources for your own use and to help you better understand the fees involved and how they work.
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videos, case studies & more
Like many purchases understanding the value you receive for what you are paying is ultimately important. Take our short Financial Check Up to see if you are getting a Complete Planning approach.
How does a financial advisor get paid?
There are multiple methods 3 of which are explained here.
Team Approach = More Value
Working with a team of professionals will help you develop a stronger and more focused financial plan ensuring nothing is overlooked and you’re not missing out on opportunities.
A primer video that explains how the Management Expense Ratio (MER) is calculated and what these proceeds are used for.
Understanding Investment Costs: A Primer for Investors
Published by the Investment Funds Institute of Canada