When it comes to financial planning fees, you need to ask the right questions.
While it’s important to understand how (and how much) you pay, it’s just as important to fully understand what you are paying for. That way, you can feel comfortable knowing you are getting the services and value that you deserve.
What sets us apart?
We know that our clients have different needs that require unique solutions. At Assante Hydrostone, we offer the most comprehensive suite of financial tools and packages you will find, and always take the time to get to know you and your goals.
We provide advanced portfolio solutions, financial planning, insurance planning, tax planning, estate planning and more. Our full range of financial planning services and our knowledge of you and your goals combine to create a Complete Wealth Management Plan.
We build long-term relationships with our clients, and we love seeing their goals come to life!
Wealth planning is more than just planning for retirement.
For example, your insurance solutions should be coordinated with your investment and tax strategies to ensure you have the right products for now and into the future.
It’s not just about what you make; it’s about what you keep. With proper tax planning, we ensure that you keep more of what you make. There is so much more you can do with your money than unnecessarily paying it to Canada Revenue Agency, including taking the steps to proactively benefit your financial plan.
We know this is a lot to consider. That is why we’re always here to talk (and we always have coffee).
Schedule A Complimentary Fee Review
Schedule a Complimentary Evaluation
Our advisors can help make sense of the fees you’re paying. Contact us to get started!By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time.
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy
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.
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
The 0% Myth — some funds promote having a “0 %” fee, but every investment product has what’s called a Management Expense Ratio applied to it.
Assante Hydrostone — Non-bank Owned Dealership