Fee-based investment solutions are attractive to many investors.  It offers clients a choice of solutions and services to meet their unique financial and wealth management needs.  It can be a cost effective and convenient way to manage your wealth.

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Are you looking for an investment solution that provides the following benefits?:

• Free of real or perceived conflicts of interest - We receive no compensation from investments recommended and held in your customized portfolio

• A complete suite of investment solutions on the platform - Mutual funds, private pooled accounts, exchange-traded funds (ETF's), Stocks, Bonds, REITs

• Fee Deductibility - For non-registered investments, you are able to deduct investment management fees against taxable income.

• Reduced costs - Our fee structure rewards clients by reducing investment management fees as your portfolio grows. These fees go back to dollar one of the portfolio and are not subject to fee tiering.

• An Investment Strategy tied to a PLAN - All too often, investment accounts are managed in a vacuum - isolated from all other factors.We believe that investment accounts should always be managed in the context of the clients financial and aspirational goals.  Many factors are considered in order to design a plan that meets the unique needs of each client.
   

Sounds intriguing? Then this next part is for you..

>>> Our Fee-Based Platform clearly separates the cost of investment management between the advice/services that our practice provides and the investments used in portfolio construction.