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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.

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

Chris Schwartz, CPA, CMA

Senior Wealth Advisor

14 International Place, Suite 203

St. John's, NL  A1A 0R6

709-579-6518

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