Fees - Part Four: Fee-Based Accounts

Published by Devan Legare on Nov 03, 2016

In response to the concerns expressed by investors regarding the traditional model, the Fee-Based Model was introduced. This model has the benefit of putting advisors “on the same side of the table” as... Continue reading

Fees - Part Three: The Traditional Model

Published by Devan Legare on Nov 03, 2016

This post focuses on the “traditional model” relationship for compensating financial advisors and represents the third installment of our Fee Series.   The Traditional Model The Traditional compensation... Continue reading

Mutual Fund Fees Part Two: Trailing Commissions

Published by Trevor Polay on Oct 14, 2016

Following up to last week’s post, we will focus our attention on trailer fees, which is the main way we make a living in our practice. Trailer fees and their information can be found on page 11 (section... Continue reading

Fees - Part One: Investing in Mutual Funds - Load Fees

Published by Devan Legare on Sep 19, 2016

Our industry is in an unprecedented time of change. Many of these changes will impact the way that people interact with their Financial Advisors. We believe that these changes are extremely positive and... Continue reading

Fees and Mutual Fund Investing: The Facts

Published by by Mackenzie Investment on Sep 19, 2016

Mutual funds were introduced in Canada in 1932, providing investors with an easy way to diversify their savings in stocks, bonds and other securities without having to be experts. Today, half of all adult... Continue reading

A Day in the Life...

Published by Devan on May 10, 2016

A lot of people are interested in what goes on in a financial services office. We thought it would be fun to write down what we did in a day to give people some insight as to what our activities look ... Continue reading