100% INDEPENDENT INVESTMENT ADVICE, DELIVERS PEACE OF MIND FOR ALL CLIENTS

WE WORK FOR YOU!

"ALWAYS INVEST ON BEHALF OF THE CLIENTS' BEST INTERESTS"

Proven global expertise & professional investment advice counts! You will benefit of our long and successful track record of investing appropriately, managing risk and understanding currencies and global trends; we have access to all global markets as we consider and managed key sector aspects such as: Country, Region, Sector, Style, Currency and Cash to better place your money and have it working for you.

We are PROACTIVE

e.g.

Put on your snow tires BEFORE winter arrives to keep you safe while still driving to your destination.
Don't drive forward looking in your review mirror.
If its raining ahead, slow down...when the sun is shining, drive within reason.
If it's winter in Canada, the sun is shining down south!
"Look ahead, look globally, don't crash..."

This is not past performance marketing! This is a commons sense and time tested methodology. It is a forward looking approach...with a proven track record. Contact us today to find out more!

STEWARDSHIP | PROTECTION | GROWTH

We have removed the potential conflicts of advice though our unique client-centric approach by combining dedicated portfolio management supported by a separate dedicated client manager as two separate areas of responsibility and expertise.

We are NOT a transaction/commission-based firm. You get:

Independent discretionary advice provided by Portfolio Managers. We are not restricted to internal product requirements nor have any incentives other than risk protected growth for you!
Dedicated management of your individual investment mandate(s)
Proven institutional quality investment expertise
Protected client named account(s).
Tax efficiency: the appropriate tax deductions and preferred tax treatment such as tax loss selling and deductible fees
Full disclosure: there are no hidden costs, commissions or fees.
Separation of Expertise: The YALE School of Business recommended this model after the global financial crisis...our founder, David Stevenson, has been promoting this model since 1998.
Risk Protected Growth - the objective with all portfolios is to provide consistent returns with LESS risk. This approach means you experience fewer/less of a decline when markets dip, and enjoy the upside when markets grow.

This modelled approach is intentionally designed to align the clients' needs for timely and appropriate investment advice with direct client services support. You get, the best of both worlds.
Finally, someone you can trust.

"An institutional quality process,
supported by 100% independent advice,
delivers true peace of mind."

OUR FEES

SIMPLE AND CLEAR!

Since inception, we have always offered FULL Disclosure and FULL transparency of all fees and costs.

We offer:

ZERO trading fees,
ZERO commissions and
ZERO bonuses.

Our Fees(*): Advice not commission

We charge a competitive annual percentage that is billed monthly, based and tiered on the size of your total household investments with us.

*CRA Permitted Tax Deductions

Management fees in your non-registered accounts are tax deductible, because this is recognized by CRA as true professional advice.

Thus when comparing apples to apples, we offer better value and superior risk adjusted returns - finally, someone you can trust!

READ MORE: NEXT STEPS FOR TRUE PEACE OF MIND

AN INVESTMENT TEAM, JUST FOR YOU!

Our PORTFOLIO MANAGERS are dedicated to only managing your assets supported by continuous global analysis based on 150 different input models and sources, proven to help secure & protect your portfolio.

Independent discretionary advice from Portfolio Managers
Dedicated to your individual investment mandate.
There are no hidden costs or fees. We are not restricted to internal product requirements or inter-company fund bonuses - as we have none.

YOUR SERVICE

YOUR WAY!

Having confidence as you enter your retirement is critical and foremost to us, providing you with peace of mind.

ALL clients receive the benefit of professional advice, a diversified portfolio and full access to all global markets!

Our portfolio managers were the first in the world to offer ETF only portfolios to the retail sector...why? Because it was better for the client.
You get a personalized ETF portfolio and a documented IPS with
Clearly defined trading ranges
Proactive investment strategy
24X7 monitoring ,
Your strategic parameters are rebuilt every 90 days. What good is a plan based on what happened in the past? We look forward to best invest based on risk and reward.

I LOVE THE PERSONAL APPROACH AND CUSTOM SERVICE THAT I GET WITH BRAEHEID'S WEALTH MANAGEMENT SOLUTION!

Having an entire team dedicated to MY financial success has given me the freedom and peace of mind, that comes from demonstrated trust. Full disclosure, no conflicts of interest and no commissions - Thank you!