Low Fees
Change Everything
NO COST - NO STRESS - NO OBLIGATION
ARE YOU CURIOUS,
how much you are paying in fees?
Get a Complimentary Fee Review
3 Easy Steps + 30 minutes or Less = A Better Retirement
​
Do you know (or understand) the investment fees you are paying?
Do you know the impact these fees have on your retirement?
Do you know the options available to lower your fees?
If you answered no, then you are not alone.
Most people do not know what they are paying their advisors and do not realize
investment fees are one of the biggest expenses of their lifetime.
You are likely losing tens of thousands of dollars - maybe even hundreds of thousands -
because of your investment fees.
Fees are inevitable, but with some simple steps you could be
significantly improving your financial well-being.
Step 1
Choose a Report
Time for you:
5 minutes
Step 2
Provide Information
Time for You:
10 minutes
Step 3
See the Results
Time for You:
15 minutes
Our mission is
to enhance people's lives by helping them make better use of their money
ARE YOU INTERESTED,
in keeping more of your own money?
Like the majority of people, it is assumed the answer to this question is yes.
However, most people do not know the the options available to keep more.
There is no downside, commitment or obligation to look at ways
to improve your financial well being.
​
Not only will you see how much of your own money you could be keeping... maybe you will also like how our simple and clear process can benefit you!
​
YOUR
FEE REVIEW
Our Not Just Pocket Change report will give you an understanding of the fees you pay, the options available to lower your fees and the impact this difference has on your retirement
WHAT'S IN
IT FOR YOU
While you may not work with us or need our services at this stage, this report will provide you with an eye-opening overview showing you how much more of your own money you could be keeping
WHY DO
WE DO THIS
Unfortunately, the industry does not make it easy to understand your fees and many times you are not seeing the full costs
you are paying.
​
In working with our clients, we believe in providing a fairer (lower) fee while delivering exceptional client service
​
No Cost or Obligation
The information you would receive is yours to keep and to use
to your benefit
3 Reports Available
From a Generic overview to a Detailed breakdown. You can choose the report that best suits you at this stage
Minimal Time
It just takes 10 minute to ask any questions to significantly improve your financial well-being
If you are interested in lower investment fees and keeping more of your own money, without any changes to your current investments or the quality of your services,
look at one of the options below.
​
REPORT #1
THE GENERIC
This report is a generic
scenario that will show
the impact fees
have on your
retirement
REPORT #2
THE BASIC
You can provide one investment you hold and you will see the significant difference a lower fee has on the
exact same holding
REPORT #3
THE DETAILED
You can provide your statements and will receive a detailed overview of your fees and the impact lower fees have over the long-term.
This is the most accurate option to see how you can improve
At the end of this process, think about if you are truly getting value for the fees you currently pay.
If you decide that you would like more information there would be much more we would need to learn about you (and you us). However, there is never a hard-sell or pressure to “move forward”.
While fees should not be the sole focus of your account, you should be aware that a small change can make an enormous difference to your retirement.
When you understand the details, then you can make more informed decisions.
The DIFFERENCE can be TENS OF THOUSANDS (maybe HUNDREADS OF THOUSANDS) of dollars!
HAVE more questions
Who Do You Work With
We work with clients in the St. John's area and across the province. We also work with people across the country.
With digital advancement, location is not a barrier to elite advice.
Can You Meet Virtually
Of course.
COVID has drastically changed how we do business.
While we can still meet face-to-face, many of our meetings have shifted online – making it easy to choose a time
and location that
is best for you.
How Are You Different
We provide a simple and clear process that organizes your
financial life.
We believe we provide one of the lowest advisory fees coupled with exceptional
client service.
For more answers about how we work with clients please visit our FAQ Section