The Euro Pacific Canada Fee for Service Advantage
Fee for Service accounts allow our clients and their Investment Consultants to implement a tailored investment strategy that drive toward personal financial goals on an ongoing basis, all without having to be concerned about commission driven advice. Paying an asset-based fee using one of our many calculation options allows the freedom to design and pursue your investment strategy for a clearly defined program. This allows clients to focus on long-term financial goals and their portfolio destination.
The benefits of keeping it simple;
- Professional investment advice from your personal Investment Consultant.
- Defined and transparent asset-based fees charged quarterly.
- Portfolio adjustment decisions can be made and executed without paying commissions per trade1.
- Annual administration fees waived for enrolled, registered accounts.
- The same broad selection of investment options available to all Euro Pacific Canada clients.
- Objective and thorough investment, corporate and industry research and commentary.
- Detailed account statements and convenient online access to your account(s).
- Possible tax benefits2.
For more information about the Fee for Service advantage offered by Euro Pacific Canada please speak with your Investment Consultant. To learn more about becoming a client please call 888 216 9779 or leave your information and an Investment Consultant will get back to you shortly.
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1 There is a nominal transaction fee per trade. Speak with your Investment Consultant for more information.
2 Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.