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Fee-Based Investment Solutions

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.

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.

The cost associated with your portfolio is directly tied to the investment mix that is used in building the portfolio.  Investment options can include:

 

  • High Yield Savings Accounts

  • GIC's/Term Deposits

  • Mutual funds

  • Privately Managed Pooled Accounts

  • Exchange Traded Funds

  • Stocks

  • Bonds

  • REITs

  • Mortgages​

This added flexibility will gives you a cost-effective and convenient way to manage your wealth.  

Contact us to see how this could work for you.

Cost Associated With Advice and Service.

Our practice is paid by clients for a range of services. These services can include:

  • Preparation and Updating of Wealth Plan

  • Preparation and updating of Retirement income plan

  • Asset Mix Design

  • Security/investment Recommendations

  • Regular account reviews and re-balancing

  • De-accumulation strategies for retirement income

  • Tax planning

  • Behavioral Coaching

  • Face to face review meetings

  • Coaching clients through life transitions (retirement, the death of a partner, aging parents, business succession planning, separation/divorce)

  • Ongoing account and service administration 

Assante Capital Management Ltd.

1345 Taylor Avenue Winnipeg Manitoba, Canada R3M 3Y9

Email: HWG@assante.com
Tel:  204-977-8022

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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.  The services described may not be applicable or available with respect to all clients.  Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties.  Some services and products may not be available through all Assante advisors.  Services may change without notice.  

© 2017 by Humphries Wealth Group

© 2018 Assante Wealth Management

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