FULL TRANSPARENCY. TRUE VALUE.

OUR SIMPLE FEE STRUCTURE



Our fee structure ensures that your goals are 100% completely aligned with ours when managing your wealth.

We therefore have an obsessively keen interest not only in seeing your wealth grow, but to also ensure it is protected from devastating market crashes and personal tragedies.  That is why we are so adamant about preserving capital no matter what current market conditions exist.

Simply put, when your wealth grows… our compensation grows… hand in hand… a true win-win.
Investment Management*
Inflated Trade Commissions*
Additional $
Additional $
Additional $
Additional $
Additional $
Huh?

Other Guys

Precedence
Fully Disclosed Fee Structure
All-Inclusive Fee
Tax Deductible Eligible Fees*
Nope
Yes
Nope
Nope
Yes
Yes
Yes
Yes
Yes
Included
Included
Included
Included
Included
Written Comprehensive Financial Plan
Tax Advisory
Risk & Insurance Planning
Debt & Financing Consultation
Wills & Estate Planning
Business & Corporate Planning
Nope
Focus only on
your portfolio
Main Goal of the Relationship
Total Holistic Approach
Never
1.75%
$100,000 +
1.5%
$250,000 +
1.25%
$500,000 +
1.0%
$750,000 +

Declining  Fee Schedule

We aligned our compensation exactly with what matters most to you. The more your investments earn, the more we earn.  The more you are protected, the better protected we are.


What the financial industry does NOT want you to know?

Tell Me!

RETIREMENT PLANNING






* All investment advice related to securities is provided by Todd McLay and his team, through Precedence Capital – Gravitas Securities Inc. (GSI).
All securities products are provided by GSI only, and all fees related to securities products are paid directly to GSI.
GSI is a member of the Investment Regulatory Organization of Canada and the Canadian Investors Protection Fund (CIPF).