INVESTMENT MANAGEMENT PRICING
We offer low investment management fees and no-fee saving accounts so you can put more of your money to work for you.
Private Investment Portfolios
No hidden fees
Enjoy the benefits of unlimited withdrawals and deposits. You will never be surprised by additional fees on your statement.
We’re so confident you’ll love working with us, we’ll cover the cost your financial institution may charge (up to $150) when you transfer $25,000 or more. Plus, if you’re not completely satisfied, we’ll waive our transfer-out fees.
You’ll get a professionally managed portfolio. We set investment targets and ensure your portfolio stays within them. You can also get professional advice from a Certified Financial Planner® professional.
While there is no minimum for savings accounts, we do require that you have $1,000 in your investing account before it’s invested. Don’t have $1,000? No problem. Set up a recurring deposit and once your account reaches $1,000, it will be automatically invested.
All of our custodians are Canadian custodians under applicable securities laws and members of the Canadian Investor Protection Fund (“CIPF”) which provides protection for your accounts in case of the custodians’ insolvency for up to $1 million per account type.
Get Started Today.
Easy saving, investing and unlimited advice. Open an account in minutes.
Prefer to trade on your own? We make self-directed trading ridiculously easy.