Please call for a consultation to determine which fee method would be best for you .

• Fee for Service
• Fee Based
• Commission
• Mutual Funds:
  • Front Load (FEL),
  • Deferred Load (DSC),
  • No-Load

Fee For Service Financial Planning

Fee for Service Investment Services
1st Account (Highest Value)	$ 100.00/month
2nd and Subsequent Accounts	$ 25.00/month
Spouse's 1st Account (Highest Value)	$ 50.00/month
Spouse's 2nd and Subsequent Accounts	$ 25.00/month
RESP's	No Charge*
Comprehensive Financial Planning
1st Appointment	No Charge
2nd Appointment	$ 750.00
3rd Appointment	No Charge
Other Financial Planning
Retirement Planning	$ 250.00
Misc. Financial Calculations and Advice	@ $ 150.00/hr

* No charge for RESP accounts provided a flat fee acount exists in the name of the RESP sponsor.

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