Advisor Referral Program


Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.


Advantages to refer a client:

  • Advisor stays as primary relationship manager
  • Advisor shares in 50% of our management fee
  • Clients often reduce their portfolio management fees
  • Advisor delegates all investment trades, record keeping and investment responsibility to us, creating more free time
  • Client now has access to investments they may not have had access to previously (stocks, bonds, alternative, private equity, etc)
  • Customized and personalized client reporting and year end tax summarizing


For more information, contact Brook Pickering 416-367-3040 x. 223


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