Mike Bayer, Fiduciary Wealth Advisor, Toronto
Advice paid for by the hour, from an advisor with nothing to sell you.
Strategic Analysis Capital Management provides fiduciary portfolio management consulting and wealth planning services. I am paid by the hour for advice, never by commission on anything you buy or hold. If you want a second opinion on the advice you are getting now, that first conversation is free and there is no obligation.
What I do for clients
Second opinions
Already have an advisor? I look at what you hold, what it costs you each year and whether the advice fits your situation. Complimentary, with no obligation.
Services and feesPortfolio management consulting
Low-cost, broadly diversified portfolios built on the evidence instead of stock picking or market forecasts. From 0.25%.
Services and feesWealth planning
Retirement, tax, estate, risk and charitable planning, so you pay less tax, protect what you have built and take care of your heirs. $250 per hour, ten hour minimum.
Services and feesHow to get started
- 1
Call or send a message
Tell me a little about where you are and what you want the money to do. The first conversation is a complimentary second opinion.
- 2
Share what you have now
Send your latest statements and any plan you already have. I look at what you hold, what it costs you and where the risks are.
- 3
Decide what happens next
I tell you what I found and what I would change. If you want my help beyond that, we agree on the work and the fee before anything starts.
Beyond the portfolio
I can look into every part of your financial picture, from insurance to trusts, taxes and business valuations.
I can study all forms of risk in your portfolio, and then help you find more ways to make the most of your money and your life.
My commitment to you
- Act in your best interests
- Prudently manage your financial risks
- Properly diversify your investment portfolio
- Educate and provide you with choices
- Maintain emotional discipline
- Keep costs down and reduce expenses
- Take a comprehensive approach
- Deliver a high level of service and regular contact
In the press
Where I have been quoted on fund fees, disclosure and the advice industry.
Get a confidential second opinion
Are you sure you are getting the best possible advice? The second opinion is complimentary, with no obligation.