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ONLY SEEING HALF THE STORY
At the start of each year you receive your Annual Fee and Performance Report.
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.
Most people take a quick glance at this information and it could be costing you tens of thousands of dollars.
Download this short guide to see what you should be looking for and questions you should be asking.
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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