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ONLY SEEING HALF THE STORY
At the start of each year you receive your Annual Fee and Performance Report.
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Unfortunately, the industry does not make it easy to understand all the fees you pay and many times you only see half the amount you actually pay.
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Most people take a quick glance at this information and it could be costing you tens of thousands of dollars.
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Download this short guide to see what you should be looking for and questions you should be asking.
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We hope you find it helpful.

Chris Schwartz, CPA, CMA
Senior Wealth Advisor, iA Private Wealth
cchwartz@schwartzfinancial.ca
709.579.6518
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