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Premier Investment Program

The Premier Investment Program is a fee-based account that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Securities can be held in a Premier plan.
In addition to transparency, objectivity and accountability ­– the hallmarks of a fee-based account – the Manulife Securities Premier Investment Program can benefit my clients in a number of ways:

  • You pay for advice, not trades – transactions are incidental and are not the differentiating factor in assessing the value I offer
  • Advisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, you can fully understand what you’re paying for your investments

The fee-based solution provides the medium for developing a strong, customized portfolio at a cost that is generally less than the cost associated with traditional mutual funds.

  • Fees can be paid outside of your portfolio; this means your portfolio return need not be reduced to pay fees and assets can grow faster
  • When a fee is paid for investment advisory services on a portfolio outside of an RRSP, the fee is generally tax deductible
  • Because compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures you that my primary interest is the growth of your portfolio

To learn more, please click here or contact me.

How to understand the value of your private business

Private companies make up a large proportion of businesses in Canada and across the globe; however, the average investor most likely cannot tell you how to assign a value to a company that does not trade its shares publicly. This article is an introduction to placing a value on a private company and the factors that can affect that value.  Click here to learn more. 

Reach your financial goals

Building long-term wealth is simpler than you may think. Investing in mutual funds and working with an advisor can help you reach your financial goals.

Click here to see some interesting facts and figures on this topic.