How I can help you

Whether you're a seasoned investor or fearful of the risks, I can help.  Everything you share with me is under the strictest of confidentiality.

The first ingredient is desire.  As I said before, if you're comfortable in the performance of your wealth strategy, then congratulations!  If not, and you've been frustrated, fearful, anxious, uncertain, I think I can help.

Your Protection:

I want to reassure you of your protection.  I DO NOT HOLD ANY OF YOUR MONEY in my system.   You do not transfer any money to me to manage.  The system does not allow me to make any withdrawals or transfers.  You have complete visibility of your money. In this way, you will be able to see your portfolio anytime you wish, and you will see each and every transaction including trades and dividends as they happen.  I will explain how this works when we speak.

Your Success:

My business success depends entirely on your success.  My business success depends entirely on your performance compared to the major Indexes (DOW Jones, NASDAQ and the TSX) and I use this comparison to validate my system.  My business success depends on the growth in your investment portfolio even if the indexes decline.  My business success depends on your Testimonial and advocacy.

Working Together:

Working with you, I start with understanding how much financial security you need:  the monthly or annual cash needed to meet your commitments. like rent or mortgage, food, utilities, loans etc.  Then, how much financial security you want:  for example vacations, dinners out and other luxuries.  That will create a targeted cash flow, after taxes.  We then would calculate how much pre-tax money you need coming in to meet your needs and wants.  Then we look at your current and future financial situation in terms of projected earnings versus the needs and wants to create a financial goal to be achieved by investing, over a specific period of time.

Once we establish this baseline, we can then work on how to get to your goals.

I wouldn't want or expect you to invest everything you have in my system.  I need to earn your trust and confidence first.  We will discuss a starting position that you are comfortable with.  

Once you have decided how much you are willing to test with my system and grant me access, I will create and secure the appropriate portfolio of holdings.

We will agree on one contract per portfolio.  For example if you would like me to manage a RRSP and a TFSA, that would require two separate contracts.  For new clients, I suggest a 6 month contract.  In this contract I will only bill a Startup Fee of $200, plus a flat monthly Management Fee of $200 CAD for a single contract.  Additional contracts would be billed $150 CAD for each additional contract.  The Management Fee is to be paid within 7 days following the start of the next month either out of your portfolio, or other payment method.  The Management Fee includes the monitoring and management of your portfolio, and two quarterly reports indicating your portfolio performance, and comparison of your portfolio to the major indexes,  plus one consultation of up to 1 hour per calendar month.

If you are satisfied with the performance after the initial 6 month contract, there will be no Startup Fee if you renew within 30 days of the expiry of the initial contract.  The Management Fee will remain $200 CAD, payable monthly within 7 calendar days of the start of the month.  There will also be a quarterly value incentive fee of 20% on the increase in your portfolio value, payable within 7 calendar days after the end of the calendar quarter.  If your portfolio did not increase in value, there will be no value incentive payment for that quarter.

In summary, assuming a single contract.  Additional contracts receive a 25% discount on the Management Fee:

Initial 6 month contract (all amounts are Canadian dollars):

Renewal within 30 days of previous expiry:

I would be happy to walk you through the contract details to ensure you are comfortable with every clause, your rights, my commitments and risks.

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