Services & fees
Investment planning, portfolio management consulting, retirement planning, tax planning, estate planning, risk planning and comprehensive financial planning.
Fees, in plain sight
How I work
A major focus of my work is helping clients preserve, manage and grow their wealth intelligently, so they can stop worrying about money and get on with their families and their lives.
That usually means conservative, low risk, tax effective strategies, applied where they actually fit your situation.
As a fee-for-service advisor, I am able to provide these services without the common conflicts of interest and lack of transparency found throughout the financial services industry.
What the work covers
- Investment planning
- Portfolio management consulting
- Retirement planning
- Tax planning
- Estate planning
- Risk planning
- Comprehensive financial planning
Common questions
What does fee-for-service actually mean?
I am paid by the hour for advice, and that is the only way I am paid. There is no commission on anything you buy, sell or hold, and no product manufacturer pays me to recommend anything. What the advice costs is on the invoice, and nowhere else.
What does it cost?
Professional services are $250 an hour, with a ten hour minimum engagement. Portfolio management consulting starts at 0.25%. The full list is on the services and fees page.
What is a second opinion, and what does it cost?
It is a conversation about the advice and the portfolio you already have, so you can see whether you are getting good value. It is complimentary and there is no obligation to do anything afterwards.
Do you pick stocks?
No. My strategies are built on the science of capital markets rather than forecasts or hunches, which means broad diversification and taking only the risks that carry a reliable reward. The long version is on the investment philosophy page, and the short version is on the stock picking page.
What is your background?
I spent years in the information technology industry after a B.A. from York University, then founded Strategic Analysis Capital Management in 2003 and have given fee-based advice ever since. The full story is on the about page.
How do we start?
Call 416 576-6777 or send a message. The first conversation is a second opinion on where you are now, and it is free.
Get a confidential second opinion
Are you sure you are getting the best possible advice? The second opinion is complimentary, with no obligation.