How to Open an Account
We are a fee-based investment advisor, generally charging 1 to 1.25% annually of the assets under management, negotiable depending on the size of the account. Our suggested custodian, where funds typically are held and trades are made, is TD Ameritrade Institutional Services, (formerly TD Waterhouse), which is partially owned by Toronto Dominion Bank. Our clients receive monthly statements, as well as a quarterly review of their investment performance. We would like to hear your questions and comments! Please call or email to learn more about opening an account.