|
Discretionary Management
Individual Segregated Account Fees:
Fees start at 1% on the first $3 million of assets and taper from there.
Minimum initial investment is $1 million. Please contact us for more details.
Portfolio of Funds (minimum portfolio $500,000)
Equity
Canadian Equity Fund 1.40% /annum
U.S. Equity Fund 1.25% /annum
International Fund 0.92% /annum
Fixed Income
Money Market Fund 0.60% /annum
Fixed Income Fund 0.75% /annum
Balanced
Balanced Fund 1.10% /annum
Unrestricted Diversified Fund 1.10% /annum *
Sales Charges
No-loads. No purchase, transfer or redemption charges.
RRSPs, RRIFs and LIFs
RRSP's offered by Leith Wheeler at no additional charge.
Automatic purchase and withdrawal Plans also available.
* This Fund is not RSP eligible
|
