| 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 |