The Cornerstone Program
If you want all the benefits of working closely with an experienced and professional Investment Advisor, along with the comfort and security of a clearly defined all-inclusive fee, the Cornerstone Program may be the perfect solution for you.
How it works
With the Cornerstone Program, there are no commissions to pay. Instead, there is a convenient annual fee, paid monthly or quarterly. You can choose from a variety of investment options: registered (i.e. RSPs and RIFs) and/or non-registered accounts, cash or margin, in Canadian or U.S. Dollars.
You will receive a comprehensive statement of your account(s) on a monthly basis and an annual fee summary to help with your income tax preparation.
You will benefit from expert advice from our highly trained Investment Advisors. As always, we are committed to offering you an exceptional level of personalized service.
Key benefits of the Cornerstone Program
Interests aligned
With a fee-based solution, the success of your portfolio translates into the success of your Investment Advisor. This means that your interests are directly aligned and focused on long-term growth.
Freedom
Your investment decisions will be based completely on how well they fit within your overall financial strategy, without worrying about the cost of each transaction. With the Cornerstone Program, you are paying a fee for advice and service, not accumulating commissions on products and trades.
Choice
The Cornerstone Program will allow you to have access to a wide array of investment products. With guidance from your Advisor, you can choose the most suitable investments for your financial strategy.
A simple, transparent annual fee
With the Cornerstone Program, you pay an all-inclusive, annual fee for advice, a specified number of trade executions, reporting and administration. Your fee is based on the total market value of the assets in your account. As your assets increase, so do the number of specified trades that can be executed.
Tax Deductibility
Fees paid for the management of non-registered investments may be fully tax-deductible. You should consult with your tax advisor to assess the tax implications in your particular circumstances.
Contact us today
If you would like to find out more about enhancing your financial success over the long term, please contact the Investment Advisor nearest you to arrange a meeting or call 1-866-280-2022.
|
