How banks have created a system that makes you retire with less.

Follow the money

Your advisor is incentivized to sell only the bank’s products.

They’re paid a commission each time those products are added to your portfolio.

Usually, high fee products pay the highest commissions.

The targets naturally make your advisor push you towards products that may not be the best for you.

Found that many bank advisors privately feel pressured to recommend products that aren't always in their clients' best interests.

Which means they’re not legally obligated to do what’s best for the client.

Next time you speak with your advisor, ask:

“Are you a fiduciary?”

The banks have created a system where your advisor’s and your best interests don’t always align.

To verify if your money is invested in your best interest:

You have no obligation to work with us after this call.

1
We review your current portfolio
What you're holding, what it's costing you, and how it's really performing.
2
Learn about your retirement goals
Yours, and your spouse's, if you're planning together.
3
Show you how we would restructure your portfolio
Based on your goals and risk tolerance, so a market downturn doesn't undo what took you decades to build.

We’re an independent portfolio management firm with:

Every investment decision we make for our clients is made in their best interest.

$1.2 Billion+Assets Under Management

26 Yearsof Successful Investing

600+Clients

Successful Investor Wealth Management218 Sheppard Avenue East, Toronto, Ontario

You have no obligation to work with us after this call.