Most advisors only get paid if they can sell you an investment product. We believe this is a conflict of interest and isn’t always in the client’s best interest, which is why we’re proud to offer flat-fee planning options in addition to the traditional portfolio management fee-based models.
Disclaimer: As of March 1, 2021. All fees and services are subject to change and do not include GST/HST. Fee for Service arrangements are provided by Harbourfront Estate Planning Services Inc. and are charged on a per project basis. Full disclosure of fees and scope of the relationship is written in our “Fee for Service engagement letter”. Upon completion of the Fee for Service arrangement, our obligations will terminate, and we will not be under any obligations to update or monitor your financial plan moving forward.
Disclaimer: As of June 1, 2021. All fees and services are subject to change and do not include GST/HST. Fees vary based on account size and investment. The minimum portfolio size is $300,000; however, hockey players are excluded from this minimum.
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Take the first steps and get the complete guide below.
INCLUDED WITH THE 20 TIPS:
8 educational videos packed with examples to help fully understand each tip.
If you are approaching retirement or have recently retired, this downloadable guide is a great resource that can be referred back to time and time again.
Take the first steps and get the complete guide below.
The guide includes:
“In theory, with the income earned by the average NHL player, it shouldn’t be a challenge to retire with a bank account large enough to live free of financial constraints. In reality, without some education and guidance, there is potential for failure.”