Wondering how your advisor gets paid? 

Concerned that you may be paying too much?

 

 

 

For more information on the fees discussed below, please see the Manulife Securities Important Client Information Brochure, starting on page 11 (section 10).

 

 

 

Find out if your advisor made 0% or 5% of your investment when they purchased your mutual fund:

 

 

 

Find out how your advisor is compensated after they purchase a mutual fund:

 

 

 

Find out more about a different way you can compensate your advisor (and maybe save on taxes):

 

 

 

If you feel like the fees you are paying aren't getting you the value you deserve, contact our office. We would be happy to walk you through a fee review and help educate you on the types of services that help us earn our compensation from our clients. Reach us by phone at (403) 220-9808 or by email.

 

 

This publication is solely the work of Devan Legare for the private information of his clients. Although the author is a Manulife Securities Advisor, he is not a financial analyst at Manulife Securities Incorporated (“Manulife Securities”). This is not an official publication of Manulife Securities. The views, opinions and recommendations are those of the author alone and they may not necessarily be those of Manulife Securities. This publication is not an offer to sell or a solicitation of an offer to buy any securities. This publication is not meant to provide legal, accounting or account advice. As each situation is different, you should seek advice based on your specific circumstances. Please call to arrange for an appointment. The information contained herein was obtained from sources believed to be reliable; however, no representation or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness.