The Premier Investment Program offers superior personalized service and broad investment choices that are vital in helping you achieve your financial goals.

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Combine Your Accounts Into A Single Premier Investment Plan

In the Premier Investment Program, you can combine accounts held by you and family members living at the same address, under one Plan and one fee. This pooling of accounts allows you to potentially benefit from lower fees that are typically offered at higher asset levels. 

Program Benefits

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Tax Deductibility Of The Fee

Where the fee relates to investment planning and advisory services on your portfolio outside of your registered retirement plans, the fee is generally tax deductible. Every opportunity to legitimately reduce your tax burden has value and should be considered. You should consult with your tax advisor about your personal circumstances.

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Flexible And Transparent Fee Payment Options

The Premier Investment Program offers you the flexibility to choose your fee payment frequency (monthly, quarterly or annually) and the option to automatically withdraw fees from a designated Premier Investment account(s). Other fee payment options, including electronic funds transfer (EFT) and payment by credit card are available, allowing you to select the payment method that best suits your needs.

Fees will be clearly reported on your statements and on an annual fee summary so that you know exactly what you’re paying.

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Maximize Your Portfolio Value

When the fees are paid with funds outside of your Premier Investment account, you are not drawing on your portfolio, allowing you to maximize the growth potential of your investments.

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Hold A Wide Array Of Investment Types

Within your Premier Investment account, you can hold a wide array of investment types, giving you the flexibility to work with your advisor to build a portfolio that meets your investment objectives. Additional management fees and/or other costs may be associated with certain securities. Please discuss this with your advisor to determine if these fees apply to you.

How Do I Get Started?

I invite you to explore this collaborative approach to financial strategies to help you attain your financial goals.
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