Partnership Plus
Your finances are about more than your investments. That's why I work with you
to understand your entire financial picture and develop appropriate solutions to help
you:
- Structure a long-term plan that can enable you to enjoy financial well-being
- Build a tailored investment strategy to reach your goals
- Ensure your estate is in order and your beneficiaries are properly provided for
- Protect your assets and your income over the long term
- Meet the ongoing needs of your children or your parents
Partnership Plus makes the expertise and discipline I bring to your portfolio available
for a fee, based on the assets within it. In addition to covering all normal account
and administrative charges, the fee also covers trading commissions,††
product switching fees, and annual RRSP administrative costs. This way, you can rest
assured that I am focused on collaborating with you to make suitable recommendations
designed to maximize the return on your assets, while managing costs and keeping investment
risk on strategy.
Overall, the Partnership Plus program is for individuals who have a long-term investment
outlook and are looking for a combination of strategic consultation and value added
service.
Objective Investment Advice - The foremost benefit to investing through Partnership
Plus is the removal of any perceived conflict of interest. In a fee based environment
you are reassured that my recommendations are driven by investment objectives and
not by commissions. Partnership Plus positions us both "on the same side of the
table".
Strategic Portfolio Focus - In a fee based account, transaction costs are not prohibitive
to making changes. Therefore, we can focus on the investment process and not the cost
of transactions
Online Account Access - With Partnership Plus, you will have access to your accounts,
monthly statements, stock quotes and enhanced research and news through Online Account
Access.
Investment Portfolio Quarterly - An exclusive research publication for Partnership
Plus program clients. It is designed to provide actionable investment and wealth planning
ideas specifically designed for investors like you.
Account Linking - You can link your family accounts together to obtain a lower
fee and increased trade count.
The Partnership Plus program may be the right solution for you if you have investable
assets of $100,000.
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