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FEE TRANSPARENCY

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FULL DICLOSURE
Full Transparency, Always

Our Fees

You pay a competitive annual percentage that is scaled to the size of your total household investments and billed to you monthly.  You never pay commissions on your investments, there are no bonuses nor hidden fees.

CRA Permitted Tax Deductible

The management fees in your non-registered accounts are tax-deductible because CRA recognizes them as professional advice from Investment Council.

 

There are many aspects to total financial freedom in order for you to have the confidence that your investments are properly managed and well protected. 

Having the right plan is just the start.  Having the right people with the singular goal to act on behalf and in your best interests, is a recipe for success.

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I really appreciate their transparency and honesty!

I appreciate Braeheid's fees model. I pay a competitive annual percentage that is scaled to the size of my total household investments and billed to me monthly.

 

I never pay commission fees, bonuses or trading fees!

~ Randy, Ontario

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TRUE FREEDOM - we believe all clients deserve 100% independent advice,

Your assets are individually secure and are managed by our global managers for professional and personalized proactive portfolio management.

 

Independent advice helps you to reduce risk and retain more of your wealth while protecting your assets from using our portfolio managers by referral who provide institutional-quality global investment management advice for your diversified and balanced portfolio.

All account types e.g. RRSPs, TFSAs, Corporate Accounts, Trusts, Foundations, RESPs, RRIFs, and non-registered. Your assets are insured by the Canadian Investor Protection Fund.

STEWARDSHIP | PROTECTION | GROWTH

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100 King Street West, Suite 5700
First Canadian Place
Toronto Ontario, Canada,
M5X 1C7

Toll Free 1.877.769.3769 
GTA: 1.416.368.3800

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