15 Minutes Can
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
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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.
The reality? You could be losing tens of thousands of dollars - maybe even hundreds of thousands - because of your investment fees.
Here’s the good news: fees are unavoidable, but they don’t have to drain your future.
With just a few simple steps, you can cut costs and
dramatically improve 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 most people, you might assume the answer is yes.
But the truth is, many don’t realize the options available to keep more of their own money.
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Here’s the best part: there’s no downside, no commitment, and no obligation to explore
ways to improve your financial well-being.
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Not only will you see just how much more you could be keeping - you might also be surprised at how simple and clear our process can benefit you!
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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.
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In working with our clients, we believe in providing a fairer (lower) fee while delivering exceptional client service
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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.
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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 theexact 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, take a moment to ask yourself: are you truly getting value for the fees you’re paying?
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If you’d like to learn more, we’ll need to understand your situation better - and you’ll want to get to know us, too.
But, there’s never any hard sell or pressure
to “move forward.”
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While fees should never be the only factor in your financial plan, it’s important to recognize that even
a small adjustment can make an
enormous difference in your retirement.
With a clear understanding of the details, you’ll be empowered to make more informed decisions - decisions that could mean tens of thousands, or even hundreds of thousands of dollars staying in your pocket over time.
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.
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